Credit Header
Date - (REQUIRED By default the current date will be displayed. If you wish to change the date select from the drop down calendar the date you wish to use.
Credit # - (REQUIRED) The program will automatically generate a Credit # for this credit. This value starts with the value you put in the setup Invoice settings and will increment by 1 each time you create one, however you may change it before you add the first item. After that it will be saved and cannot be changed.
Invoice # - (OPTIONAL) Enter the Invoice # this credit is being written against if you wish to add the credit to the Invoice. You will be asked if you wish to use the whole Invoice when you enter the Invoice #. If you select Yes then all the Items from the Invoice will automatically be added for you and the Invoice will considered paid. If you select No then you can enter the items you wish to give credit for.
Sales Representative # - (OPTIONAL) If you have users logon when they use the software then by default their userid will be placed here. If however you wish to change it then select from the drop down list the Sales Rep you wish to use, or if not present in the list just add it. It will be added to the list for future use.
Customer # - (REQUIRED) Enter the Customer # that the Credit is being applied for or select from the drop down list the Customer you want to use. (Note this is the only drop down that does not allow you to add a new customer to since it is assumed that a credit would not written unless a customer already existed.)
Last Name - Automatically filled in when Customer # is selected.
First Name - Automatically filled in when Customer # is selected.
Company Name - Automatically filled in when Customer # is selected.
Credit Terms - (REQUIRED) Select the Credit Terms to be used when applying the credit.
Cash - You are giving the customer cash back but not applying the credit to the Invoice.
Credit Account - You are applying the credit to the Customers account but not the Invoice.
Credit Card - You are applying the credit to the Customers Credit Card but not the Invoice.
Credit Invoice - You are applying the credit to the Invoice for the Customer.
Totals
Displays the running totals for the different items on the Credit.
Comments - (OPTIONAL) Enter any comments about this credit that you need to enter. This will be printed on the Credit itself.
Buttons
Add - Add a new Credit to the software.
Change - Change the highlighted Companies information.
Delete - Delete the highlighted Credit. Unless you have a backup of the data file you will not be able to recover a deleted set of records.
Standard Memos - Brings up the Standard Memo window and allows you to select from that list to add to this credit. The memos will be entered in the Comments section of the Credit.
Save - Saves any changes you made and returns to the Main window. (Note if you have checked the Auto-Print box in the Reports Setup this button will display Save & Print.)
Cancel - Cancels any changes you made and returns to the Main window.