Welcome Guest, you are in: <root>AFIweb • Login

Page History: HOW TO - Issue a Sales Tax Credit

Compare Page Revisions

4 3 2 1 0 Current 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Mon, 13 Jul 2009 14:33

Table of Contents [Hide/Show] Default Menu Location Procedures

Default Menu Location¶

Transaction >> Accounts Receivable >> Edit Invoice Headers

Procedures¶

STEP 1: Open the Edit Invoice Header screen

STEP 2: Select the invoice you are issuing a sales tax credit/debit for. The invoice amount, sales tax amount, and balance are displayed.

STEP 3: Click TxCr

STEP 4: Click Yes

STEP 5: Enter the amount of the sales tax credit. It will default to the total amount of sales tax on the invoice.

If you are issuing a charge for sales tax, use a negative sign before the amount you are entering.

STEP 6: Enter the Credit Date (invoice date for the credit memo)

STEP 7: Select the Tax Table to use when issuing the credit.

STEP 8: Click Create Credit

STEP 9: Enter the number shown on the screen above. You can print the sales tax credit/debit by clicking Output.