How Do You Credit a Posted Invoice and Reinvoice?

×
It is a common scenario; an order has been generated and posted when you discover that you needed to make changes. The process is simple: you need to credit/rebill.
  1. Pull up the original invoice in Customer Service.
  2. Click on the Add copy to your current Order image button.
  3. This will take you to Customer Service | Enter Orders where you will have a complete copy of the order.
    1. Change the order type to Credit Memo
    2. The Apply To will automatically populate with the previous invoice number.
    3. Now place the order. This effectively puts everything back into the inventory system so you do not double-charge quantities.
  4. On the Credit Memo, click on the Add copy to your current Order image button.
  5. This will take you to Customer Service | Enter Orders where you will have a complete copy of the order. Now make whatever changes you need to make to the order and process it through the system as normal.