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

Page History: AR Invoice Master

Compare Page Revisions

37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

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

Page Revision: Tue, 09 Aug 2011 19:23

Table of Contents [Hide/Show]    General Description    Fields/Filters/Buttons    Issue a Credit for an Invoice

General Description¶

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.

AR Invoice Master - Click for full size

Fields/Filters/Buttons¶

CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the sales order. An integrated credit card processing software package is required.

TxCr Sales Tax Credit: Click this icon to issue a sales tax credit for this invoice

Invoice Number: The number on the invoice (You cannot edit this field!)

Bill To: The customer being billed for this invoice (You cannot edit this field!)

Ship Via: Shipping Method that appears on the invoice (Click Edit to change)

FOB: Freight on Board terms that appear on the invoice (Click Edit to change)

Terms: Payment Terms that appear on the invoice (Click Edit to change)

Order Date: Entry date of the Sales Order (Click Edit to change)

Comment Code: Customer Comment code that appears on the invoice (Click Edit to change)

Customer PO: Customer purchase order number that appears on the invoice (Click Edit to change)

Sales Person: Salesperson that appears on the invoice (Click Edit to change)

Remarks: Click Edit to add/change

Order #: Sales/Service order number (Click Edit to change)

Billing Cycle: Billing cycle that was entered when creating the invoice (Click Edit to change)

Header Note: A note that appears on the invoice (Click Edit to change)

Issue a Credit for an Invoice¶

An AR Invoice may be credited if a payment has not been applied to it.

Enter the invoice number and press Enter.

Click the Void icon .

Click Yes when asked if you want to Issue Credit and Unship/Bill.

Enter a Credit Memo Date and press Enter. It will default to today's date.

Click Yes if you want to Reopen the Sales Order on the voided invoice.

Click Yes to Apply the Credit Memo to the voided invoice.

If you want to edit the original sales order on the invoice, double click the Order# link to display the sales order.

The SO will be unshipped and you can edit anything you like.

Also see: How To Issue a Credit for an Invoice