Information on how to credit a split invoice is shown below
TABLE OF CONTENTS
Go to this article for information on how to split an invoice
How to Credit a Split Invoice
Invoice 3186 -1 below is the invoice for the Cash Customer.
Invoice 3186 -2 below is the invoice for Autosure (Insurance company).
To credit the above invoice
Find the invoice
- From the Invoice Listing screen highlight Autosure’s invoice.
(ie. The invoice that has all the transactions including the access)
- Click on Credit Invoice button.
Just check that the difference between Invoice column and Credit column is the Excess amount.
Issue the Credit - create a WIP Job
Click on the Issue Credit button.
If you are happy to go ahead with the credit, click on the Yes button.
Once you PASS this stage, there is no turning back
The credit Job has been created but not invoiced.
Split the credit Job
Now you have to split the credit just as you split the original Invoice. Click on the Split button.
Enter the customer details on the Second Invoice Customer field.
Enter the Excess amount.
Your screen should look like the screen below. Click on the close button.
Invoice the Credit.
Click on the Invoice button
Untick the Record Receipt Now if this is ticked. You can Print or Email. Click on Invoice
Credit is invoiced and this process is now completed
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