View How do I Apply a Credit Memo to an Invoice or Write Off an Invoice
How do I Apply a Credit Memo to an Invoice or Write Off an Invoice
How do I apply a Credit Memo to an Invoice?
How do I write off an Invoice?
How do I write off an Invoice?
- Open HWeb Admin
- Select Tools - Admin Tools - Receiveables
- Within Receivable dialog window, select Tools - Receiveable Transaction Types
- Create a new Transaction type(s) as needed: Write-Off, Correction, Credit Memo, etc.
- Make each a "credit" with no default Transaction amount.
- Check the "Transaction defaults editable" check box.
- Click Update, and then Save Changes to DB.
...
Then
back in the Receivable Transactions dialog
- Locate the Group Profile you wish to make the adjustment to
- Add a manual transaction of the desired type
- Set the amount you want to credit and select the Document ID that you want to credit that amount against (use the ... to find the document).
- Add comments if desired in the appropriate field
- Click Update and Save changes to DB