To create a credit for a progressive bill, do the following:
-
On the Progressive Billing Generation form, set
the Invoice Flag based on how you wish
to print the credit:
- If you want the credit to be printed as part of your next regular
credit printing run, select Automatic.
- If you want to print out the credit apart from your regular
printing functions, select Yes.
-
(Optional) Select a billing date and enter a description.
-
Select an item from the grid.
-
Enter a negative value in the Amount Billed
field (e.g., - 10.00).
-
Access the Order Invoicing/Credit Memo
form.
-
Change the Invoice or Credit Memos
field to Credit Memo.
-
If you are printing out a progressive bill credit memo separately
from your regular credit memo run, change the Invoice
Type field to Progressive Bill.
-
Click Process.