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Sales
To find a customer credit (after it's applied)
- Click Find Transactions in the Sales Command Center.
- Click the Invoice tab.
- To find a customer credit, you'll first have to locate the sale on which the credit was made. You have several choices:
- Choose Invoice from the Search By selection box and enter the sale's number in the box to the right.
- Use the Search By selection box to choose another way to search -- All Invoices or Customer PO #.
- Click the Advanced button to search using additional criteria, such as the date, amount or memo.
- Click the Card tab, then enter the name of the customer whose invoice you're looking for to find the invoice number. Enter this number in the Invoice # field under the Invoice tab.
- Applied customer credits can be recognized by their source journal code (SJ). Search the ID # column for transactions numbered with SJ prefixes and click the zoom arrow next to the customer credit you want to view. The Settle Returns & Credits window displays the original customer credit.
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