Credit Slip Wizard

The Credit Slip Wizard allows you to credit a customer for material and labor items. It also allows for entire invoices to be credited in a single step. The credit slip wizard is a powerful tool as it combines the historical lookup of what the customer was originally billed with processing the credit. In essence, it combines the two steps into one.

Processing a Credit Slip:

  1. Click on the Credit Slip shortcut.

  2. To search for the archived invoice to be credited:

    1. Enter the invoice number (INV#), or

    2. The vehicle plate, or

    3. The contact's phone number, or

    4. The contact's name.

    5. Click Next.

  3. Choose the credit slip options:

    1. Reverse Selected Invoice Lines - Allows you to pick and choose which items to credit from the chosen archived invoice.

    2. General Credits Only - To provide manual credits for material and labor items. This option is useful when there is no archived invoice to reference. The item selection dialogs will be skipped when this option is selected.

    3. Reverse Entire Invoice - Will reverse the entire invoice. All dialogs are skipped when this option is selected and you go directly to the posting dialog once the archived invoice has been selected.

  4. Select an archived invoice from the list, you will be shown the invoice summary in the right hand pane.

  5. Click Next. Note that you can click the Back button if you have chosen the wrong invoice in the next window.

  6. The material details are displayed. Select the desired material item and you will be provided with the invoice sales details in the Invoiced box. Adjust the details to be credited if required under the Credits box. Select the manner in which the returned item is to be processed. Indicate how the core is to be processed. See note at the end of this topic on returns and cores.

  7. Click on Edit. Then click on Add.

  8. To modify or delete the item after it has been added, select the item then click Edit and choose Update or Delete.

  9. Once all items have been added, click Next.

  10. The labor details are displayed. Select the desired labor item and you will be provided with the invoice sales details in the Invoiced box. Adjust the details to be credited if required under the Credits box.

  11. Click on Edit. Then click on Add.

  12. To modify or delete the item after it has been added, select the item then click Edit and choose Update or Delete.

  13. Once all items have been added, click Next.

  14. To add a general credit, select the Service Category to be credited. Indicate the credit to be material or labor in the Credit Line Type box. Enter the Credit Amount and provide a Description. Click Edit then Add. Once all general credit items have been added, click Next.

  15. The posting dialog is loaded. You may still edit any items before posting by selecting the item and using the Edit menu. You can also edit the shop supplies and comments from the Tools menu. To post the credit, click Post.  All posting methods are identical to invoice posting methods.

Note: When you return a material item, the software knows how it was applied on the original invoice. As a result, you are given the options available with respect to how it was posted. You may be provided the option to return the item to the return goods bin or inventory. If a material item has a core, you will also be provided with available options with respect to how the core was posted. If the core was posted as pending, you may return the core value to the customer. There is an option to return the core only. Once a core has been returned it is flagged as such and can not be returned a second time.

Credit Slip Wizard Tour