Sales

To create a customer credit

  1. If necessary, create an account designated for tracking returns and allowances using the Accounts List and Edit Accounts windows in the Accounts Command Center. Be sure the new account is an expense account. (Creating accounts)


  2. Click the Enter Sales option in the Sales Command Center to open the Sales window.


  3. Click the Layout button. When the Layout window appears, choose either Service or Professional.


  4. Click OK.


  5. Enter transaction information in the top of the Sales window as you normally do.


  6. Enter whatever text you'd like to use to describe the transaction in the Description column for the first line item.


  7. In the Acct # column for the first line item, enter the account described in step 1.


  8. In the Amount column for the first line item, enter the amount you owe the customer. Enter this amount as a negative amount; in other words, use a minus symbol (-) before you enter the amount.


  9. Click Record. A customer credit is created.


  10. When you're ready to settle the credit, you can apply a customer credit or pay a refund. See To apply a customer credit (Receive Payments window) or To pay a refund, including credit card refunds (Sales Register).


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