Converting a COD invoice to a regular invoice

Before you can apply a credit memo against a COD invoice, you must first convert the COD invoice to a regular invoice.

  1. Select Customer > Entry > Cash Receipt.
  2. Click OK to open a journal.
  3. Set the Type field to Cash on Delivery (C.O.D.).
  4. Set the Amount and Check # fields to 0.
  5. Click Next.
  6. Click OK to acknowledge the warning Applying With a Check # of Zero.
  7. Click Next.
  8. Click OK to acknowledge the warning Applying With an Amount of Zero.
  9. Click Next.
  10. Select a Bank.
  11. Click Next.
  12. Specify the Invoice # and Suffix fields in the C.O.D. tab.
  13. Set the Apply Amount field to 0.00.
    Note: This field must be set to 0.00 to convert the COD to a regular invoice.
  14. Set the Type field to Apply.
  15. Click ADD to add the invoice to the CODs grid.
  16. Click Finish.
  17. Click Yes on the Ready to Update window.
    Note: Following details of the invoice number are changed on the Transactions tab of the Customer Inquiry screen:
    • The Transaction Type field is marked as Invoice instead of Cash on Delivery.
    • The Reference field displays the uncollected COD amount and the date.