Crediting an Invoice | ALLDATA

Crediting an Invoice

Crediting an Invoice is the best practice when:

  • Cancelling an Invoice
  • Returning parts or refunding items
  • Correcting mistakes
    • It is best practice to credit the entire invoice, then re-bill the invoice with the corrections made.

 

Crediting an Invoice, or items on an Invoice, creates a "paper trail" within Manage Online.

  • This allows you to better track the movement of credits, inventory, and the status of the Invoice.

 

For information on issuing refunds (instead of credits), see Issuing Refunds.

 

Search for and retrieve Invoices

Credit an Invoice