Important! After you apply a credit invoice to an invoice and save the transaction, you cannot reverse the credit. If you have applied a credit invoice to the wrong invoice, enter an invoice to correct the error.
| 1 | Open 3-3 Cash Receipts. |
| 2 | Do the following: |
| a | In the Account text box, enter the ledger account number for the cash account. |
| b | In the Deposit# text box, enter the deposit transaction number. |
| c | In the Date text box, enter the deposit date. |
| d | In the Description text box, enter a brief statement about the transaction. |
| 3 | Do one of the following: |
| a | In the Client text box, enter the client number. |
| b | In the Job text box, enter the job number. |
| 4 | Do one of the following: |
| a | Click the Contract Invoices tab. |
| b | Click the Service Invoices tab. |
| 5 | Consider the following: |
| a | If the invoices are partially paid, the Open only option should be selected. |
| b | If the invoices are completely paid, select the Paid only option. |
| c | If you have a combination of paid and partially paid invoices, select the All option. |
| 6 | Click the Display button. |
| 7 | In the grid, do the following: |
| a | In the Paid cell, enter the amount as a negative amount. |
| b | In the Discount cell, enter the discount amount, if any, as a negative amount. |
| 8 | Repeat step 7 for each payment you want to reverse. |
| 9 | On the File menu, click Save. |
Notes:
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Entering payments against invoices Entering credits and applying payments to invoices simultaneously |