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To apply a credit follow the instructions below:
Open your Project and Navigate to the Customer Invoice module
Select Order
Right click on Invoice and Select “Apply “Create Credit”
Enter AmountCreate Date, Reference #, Reason and Save
*”Reconciled with Accounting” is a way to ensure the credit has also been created and applied in QuickBooks because e-manage|ONE cannot send Credits over to QuickBooks. You will need to create a credit memo in QuickBooks and apply the credit memo to the invoice in QuickBooks. See here for instructions on how to extend customer credit in QuickBooks.
Select Apply Credit and notice how the lower section populates with your Accounting info.
Select “Save Credit and Close”.
You can also view your credit memos in e-manage that have not yet been “reconciled” by navigating to View > Credits Issued Reconciliation.
place a check mark in the Apply field on the line item(s) you wish to apply credit to. Invoice # will be auto-populated based on your previous selection. Amount will be filled in based on the information populated in the middle portion of this window. Note: You can adjust “Credit Quantity” and “Credit Each”.
