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View How do I Apply a Credit Memo to an Invoice or Write Off an Invoice

Category:Unassigned

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?

  • 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


 

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