Create Credit Interest Invoice/Note and Cancel Credit/Debit

Explanation

This activity is used to create and print a credit interest invoice/note for a customer interest invoice/note that has already been printed. This is done when an interest invoice/note that has already been printed needs to be cancelled. The credit interest invoice/note created will correspond to the already printed customer interest invoice/note and it can be used to notify the customer that the customer interest invoice/note already printed has been cancelled.

Prerequisites

It is required that an interest invoice/note exists with the status Printed.

System Effects

• Credit invoice/note will be created for the selected customer credit invoice/note and printed.
• Both credit and debit invoices/notes will be cancelled.

Window

Customer Interest Invoices/Notes

Related Window Descriptions

Customer Interest Invoices/Notes

Procedure

To create a credit interest invoice/note:

1. Open the Customer Interest Invoices/Notes window.
2. Query or Populate to find customer interest invoices/notes.
3. Right-click and then click Create Credit Invoice/Note and Cancel Credit/Debit to open the Create Credit Invoice/Note and Cancel Debit Interest dialog box.
4. You can specify the Invoice Date, Payment Term and Our Reference of the credit invoice/note by changing the default values in their respective fields (The default values are those of the debit invoice/note).
5. Click OK to create and print the credit invoice/note.