In some cases it is necessary to extend a customer credit to an invoice for a write off, a customer discount due to an issue, a customer overpayment or any other situation that calls for a credit.
To apply a credit follow the instructions below:
Navigate to the Customer Invoice module
Select Order
Right click on Invoice and Select “Apply Credit”
Enter Amount, 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.
You can also view your credit memos in e-manage that have not yet been “reconciled” by navigating to View > Credits Issued Reconciliation.
