Before
you start entering the credit note you will need a copy of the invoice and the technician’s
hours off the job card.
- Click Workshop
- Click Credit Notes
- Enter the Job Number (make sure customer details
are correct)
- Select Account (if it is a multi type job)
- Enter the Part Number
- Enter the Quantity
- Enter the Price as per invoice
- To
enter the labour, enter //L in the part number field and enter the charged
hours and rate
- Once
this is confirmed it will ask you to enter the technician’s hours and rate
- On completing the Credit Note it will ask if you want to return parts to stock say 'Yes' or 'No'
- Ensure you enter the correct method of payment for refund ( if required) i.e if the customer paid by cash enter in cash
