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How to Add the Credit Items

At the top of the credit items list beneath the Credit Note Header Details section of the Credit Note Entry screen, click Add.

The Credit Note Item dialog box opens.

2.

If you need to credit an item directly related to a job order, type in the unique nine-digit job order number in the Job Order field or click  next to the field to search for the relevant job order.

Skip this step if the credit item that you are adding is not directly related to a job order.

3.

In the Credit Note Item field, select the relevant item for which the debtor is to be credited.

The Description field displays a description of the selected credit item and the Rate field displays the monetary per-unit billing rate associated with the selected item.

4.

If the credit item does not relate to a job order, select an option from the Skill Group field to determine the skill group against which the sale will be attributed. This step is mandatory if the credit item is not linked to a job order.

5.

If the credit item does not relate to a job order, select an option from the Position field to determine the job position against which the item will be attributed. This step is mandatory if the credit item is not linked to a specified job order.

6.

If the invoice is a vendor/supplier credit note, click within the Item Date field and select the item date of the credit item.

Skip this step if the credit note is not a vendor/supplier credit note.

7.

If the credit item does not relate to a specific job order and you need the item to be attributed to an agency office other than the office to which the debtor is linked, change the office that is selected in the Office field.

Skip this step if the credit item is linked to a job order or the office that is selected by default is the relevant office to which the item is to be attributed.

8.

If the credit item does not relate to a specific job order, click  next to the Agency Staff field and search for and select the agency staff member to whom the item is to be attributed.

Skip this step if the credit item is linked to a job order.

9.

In the Quantity field, type the number of units of the selected item to be credited.

The taxation and total fields at the bottom of the dialog box update based on the billing rate multiplied by the quantity.

10.

In the Cost field, type the cost price of the credit item if known and if applicable. This specifies how much it cost the agency to provide the service represented by the item. This value is not used by the Billing application but can be specified in order to track and report costs.

11.

Click Save.

The Credit Note Item dialog box closes and a row is displayed on the Credit Note Entry screen listing the details of the selected credit item.

12.

Repeat steps 1-11 to add any other relevant credit items to the credit note.