HOW TO - Issue a Sales Tax Credit
Modified on Fri, 21 Oct 2011 09:09 by Greg Andrews — Categorized as: Billing and Invoicing
Table of Contents
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General Information
Procedures
General Information
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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
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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
.