Crediting an Invoice

Crediting an invoice creates a credit invoice record. For more information about credit invoices, see Credit Invoices and Credit Invoice Fields.

You can credit an invoice as follows:

1. Go to the Invoices tab.
2. In the list view, click the invoice you want to credit to go to its record page.
3. From the action buttons at the top of the invoice's record page, click Credit Invoice. A new window opens.
4. In the Credit Invoice Lines section, select the invoice lines you want to credit.
5. In the Amount To Credit field, specify the amount you want to credit for each line.
6. Click Credit Invoice Lines.

Tip: Use the search box in the Credit Invoice Lines section to help you find the lines you are looking for.

Notes:

• You cannot credit an invoice when the invoicing status is "Voided" and the credit status is "Fully Credited".
• If you are using the Accounting Connector, make sure you export and post the source invoice in Accounting before you credit it in SCM. Also, do not discard the Accounting sales invoice associated with the source SCM invoice, this will cause duplicate journal entries.