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Settings

For credit memos, you can set up number sequences in the Service Contract Setup. For mass service credit memos (partial reversal from mass re-invoicing to the client), you must enter a number sequence in the Mass Service Credit Memo Numbers field.

Copying a Service Allowance

It is possible to credit all lines or only some lines from the service permission. Above the list of maintenance permission lines, the user marks the lines that need to be credited.

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A new maintenance permit must be approved. Then it is possible to create a "credit note" for accounting.

Purchase Credit Memo

Above the list of maintenance permission lines, the user runs the Create Purchase Invoice / Credit Note function.

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If the sales invoice was created before the purchase was credited, you must also make a credit memo for the sale.

 Sales Credit Memo – Partial from Mass Invoice

After mass reinvoicing to a customer, the user can create a partial credit memo for the sales invoice.

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