Credit / Recharge Utility

Under Invoices / Quotes is the option to Credit and Recharge, Credit and Copy an Original Invoice.

From Version 8.400 you can see this by right clicking on the original invoice.

NB the utility will not recharge a POS invoice with payment or recharge back to a job.

Credit and Recharge

Enter the Invoice number and the Recharge to Account Number.  

In later version of Infusion Business Software we have added the Credit Note Date and New Invoice Date.  These will default to the original Invoice date, but can be changed as necessary.

Please remember to add a /N Note explaining why the Original Invoice was credited.

If the recharge is to a different customer, please open and check:

• Location
• Price level
• Contract Rates
• Any price changes on the products.

It is recommended that the Products are opened by right clicking and saving.  This will prompt the user to reset the product. Select yes to pick up the pricing for the new customer.

Credit

This screen only has the Credit Note Date to be altered, all other information is greyed out.

Please remember to add a /N Note explaining why the Original Invoice was credited.

Copy

The Copy option allows one Invoice to be Copied to the same or another Account. 

If the Copy is to a different customer, please open and check:

• Location
• Price level
• Contract Rates
• Any price changes on the products.

It is recommended that the Products are opened by right clicking and saving.  This will prompt the user to reset the product. Select yes to pick up the pricing for the new customer.

Process

When the Process Button is pressed a prompt will appear showing the Invoice/Credit Numbers. The invoices are sent to the Invoices/Quotes Screen and the status is Pending.

From here they can be opened and edited before posting.

If they cannot be seen use the refresh buttons at the top of the screen.