Invoices, Debit and Credit Memos
Use this form to perform these tasks:
- Enter the amount a customer owes (invoice)
- Increase the amount a customer owes (debit)
- Decrease the amount a customer owes (credit)
As you enter these transactions, you must distribute their amounts to General Ledger accounts. You can distribute them manually by clicking , or you can click to have the system distribute them automatically.
When integrated with Distribution SX.e, you can create credit memos for service orders, contracts, and rentals. The Type field is disabled and set to Credit Memo as invoices and debits are not supported by the integration. Refunding to a credit card is also not supported.