Difference between revisions of "Create a Credit"

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#Type the credit amount in the '''Credit Amount field'''.
 
#Type the credit amount in the '''Credit Amount field'''.
 
#Complete the credit information fields if needed. "Credit Date" defaults to the current date and the "Credit Number" automatically displays the next available "Credit Number". Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit.
 
#Complete the credit information fields if needed. "Credit Date" defaults to the current date and the "Credit Number" automatically displays the next available "Credit Number". Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit.
#'''Note: '''If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
+
#:'''Note: '''If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
 
#:
 
#:
 
#::[[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]]
 
#::[[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]]

Latest revision as of 20:06, 4 September 2015

  1. Click Billing in the left-hand menu.
  2. Click the Credits tab.
  3. Ensure that the A/R Account: drop-down selection is the desired account for funds to be applied against. ("Accounts Receivable" is typically the correct account.)
  4. Click Select a Member.
  5. Click the desired Member and click Continue.
  6. Type the credit amount in the Credit Amount field.
  7. Complete the credit information fields if needed. "Credit Date" defaults to the current date and the "Credit Number" automatically displays the next available "Credit Number". Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit.
    Note: If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
    ChamberMaster Billing-Create a Credit-CMBilling.1.056.1.jpg
  8. Click to select the checkbox of the invoice(s) that should be credited.
  9. Type the credit amount(s) in the Credit column.
  10. Select the Assigned Item for this credit.
  11. Click Save Credit.