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HOW TO - Issue a Sales Tax Credit

Table of Contents [Hide/Show]    General Information    Procedures

General Information¶

Default Menu Location Transaction >> Accounts Receivable >> AR Invoice Master

Screen Name INVMAST

Function This screen is used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice.

Enter the invoice number and click Edit button to change a field on the header.

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.