If you need to Raise a Credit for a Workshop Invoice, you can use the Raise Credit method.
The Cancel Invoice Routine cannot be used against the below invoice types:
• Invoices raised to the INTER and INTVM accounts.
• Invoices raised to the CASH account where the payment has been made via Card Payment.
• Invoices that have been marked as paid on the sales ledger account.
Within the system navigate to: Workshop > Invoicing > Raise Credit
You will be presented with a blank screen to build your credit. This is not dissimilar from creating a booking, you will need to ensure the details match your initial job card.
Within the Reference Box, if you have the required access set you will be able to search the Reference of your original invoice. If the invoice selected is valid in the original reference field, the customer and vehicle fields will be populated based off the previous invoice reference. Please note: This does not pull all the details through from the previous job. Only the customer details.
From the ‘Credit Job Details’ tab select ‘Add’ to open the ‘Customer Requirement’ pop up.
Enter the ‘Customer Requirements’ (Credit Details) as necessary.
Ensure the screen has the correct Job Type within the drop down field and a Service Team applied if this is used. If the time in and out field is mandatory, these will also need to be filled in.
Select Accept and this will then print a Credit Job Card and this will also generate a new Credit Job Number.
If there were any Parts associated to the job, the Parts department can then use this job number within:
Parts > Sales > Workshop Issues.
The credit job card will update the Diary and the Work In Progress report. Any parts issued to a credit job will return to stock.
This is the Credit now raised and will appear as an open job. To complete like an invoice, the credit must be Produced. This is done through Workshop > Invoicing > Produce Credit
The parameter to set the access to use the Original Reference when raising a credit is within: Workshop > Parameters > Parameters > Access Levels
Please note, a credit will also show as outstanding on your Work In Progress report. You can view this within the report: Workshop > Reporting > Work In Progress. If you select the job and view the below screen:
You can view the Credit and complete from here using the Credit button.