Credit Invoices
More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any credit invoice number to go directly to its detail.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
Order and Inventory Management credit invoices are created to rectify errors made on an Order and Inventory Management invoice. Credit invoices may also be created when a customer wishes to return previously purchased items. For more information on customer returns and credit invoices, see Enhanced Customer Returns and Customer Return Credits.
A credit invoice contains one or more lines that are created based on the source invoice's lines you are crediting an amount for.
Credit Invoice Line Types
The available credit invoice line types are the following:
|
Credit Invoice Line Type |
Description |
|---|---|
| Drop Ship Item | Used for items that do not belong to your inventory and are directly sold from the supplier (a purchase order is issued to the supplier to satisfy the sale). |
| Freight | Used for freight charges. |
| Item | Used for items that are defined in the Item Master. |
| Labor | Used to invoice labor. |
| Miscellaneous | Used for miscellaneous charges. |
| Tax | Used to add tax. |
Credit Invoice Workflow
This is the usual workflow to credit an invoice:
- Create a credit invoice record using the Credit Invoice button available on the invoice record page.
- Add credit invoice lines by specifying the source invoice's lines you want to credit and the amount you want to credit for these lines.
- Export the credit invoice to Accounting so that it can be posted. The credit invoice is exported as a sales credit note.
Accounting Connector
If you use Accounting and Order and Inventory Management – FinancialForce Connector is installed in your org, you can create sales credit notes in Accounting from credit invoices in Order and Inventory Management. For more information, see Credit Invoices to Sales Credit Notes.