Apply Sales Credit to Customer Invoice

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. There are two methods of applying credits. It is important to note that only one of them allows you to push to QuickBooks while the other can be used as a general credit or recording of an overpayment.

How To Apply Sales Credit that WILL Push to QuickBooks

1. Open your Project and Navigate to the Customer Invoice module

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2. Select Order

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3. Right click on Invoice and Select “Create Credit”

4. Enter Create Date, Reference #, Reason, place a check mark in the Apply field on the line item(s) you wish to apply credit to, and hit TAB on your keyboard. 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. You should now see the amount, applicable GL accounts and the sales tax credit (if applicable; this will make the adjustment automatically to your sales tax report within e-manage) apply in the lower portion of the screen. Note: You can adjust “Credit Quantity” and “Credit Each”.

5. Select Save Credit and Close.

6. You can now login to the QuickBooks Integration Application and send the Credit to QuickBooks.

How to Apply a General Sales Credit or Overpayment (will NOT push to QuickBooks)

1. Open your Project and Navigate to the Customer Invoice module

2. Select Order

3. Right click on Invoice and Select “Create Credit”

4. Toggle the “Credit Type” from “Credit” to “Overpayment.

5. Enter the Credit Date, Reference #, Amount and Reason. Select “Save Credit and Close”.