Question
I need to credit an invoice that was made to the INTVM account. How do I credit a Vehicle Sales Invoice?
Answer
You are unable to credit directly to the INTVM account from the Workshop Module as you are unable to search this account within the account field. Due to this you are also unable to complete this using the Cancel Invoice routine.
What you can do, is credit this back to the INTER account using the Raise and Produce method.
To start the process navigate to Workshop > Invoicing > Raise Credit.
Please Note, you will also need to ensure a CRM record is present within the Customer and Vehicle tab to process this.
Raise the job with the same Requirements as the previous Invoice.
Select Accept and this will generate a Credit Job Card.
To complete the Credit navigate to Workshop > Invoicing > Produce Credit.
Search the Job Number that was generated from the Raise Credit section.
Within this screen, much like the Produce Invoice section you will need to add the values.
These must be the same as the original invoice for the Credit to correct the previous Invoice.
In this screen you need to enter the vales as per the previous invoice, you do not need to add these as negative values.
Once all fields are complete, select the Credit button to complete.
This will produce a Credit Invoice that can be printed.
Please inform your accounts of the Credit at they will need to correct the values from the INTER account, back to the INTVM. A guide on how to do this can be found here.
A short video below details how to Raise and Produce a Credit note.