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How Do I Apply a Credit?
Posted: Wed Aug 18, 2021 5:38 am
by ShopManTim
Ok, so I sold a set of tires several weeks ago. Now, the customer is not satisfied and wants a different set which cost more than the first set. I want to invoice the tires but apply the credit for the first set he purchased. How do I do that?
Re: How Do I Apply a Credit?
Posted: Wed Aug 18, 2021 6:43 am
by Rich
How we would do it.
New tires, enter part number and pricing like normal. To credit the "old" tires, we would do the same but make the Quantity a "-", and be sure to enter the pricing that was charged when originally sold.
Some one MUCH smarter will be along soon, I am sure, to tell you the correct way.
Re: How Do I Apply a Credit?
Posted: Wed Aug 18, 2021 9:31 am
by ricmorin
We do the same as Rich.
Re: How Do I Apply a Credit?
Posted: Mon Aug 23, 2021 5:03 am
by nickscarcare
WE do the same as Rich as well
Re: How Do I Apply a Credit?
Posted: Mon Aug 23, 2021 7:37 am
by ShopManTim
That works guys! Thank you very much. It just was kind of a new thing to issue a credit and I just couldn't figure it out so I decided, rather than waste more time, let's see who on the forum has a good idea.
Thanks to the good people on the forum! Our lives can be less stressful!