![]() ![]() Invoice, Debit and Credit Memo Sequences Example.Entering Invoice, Debit, and Credit Memo Sequences.Entering Invoices, Debits, and Credits for a Customer.Posting Invoices, Debit Memos, and Credit Memos.To do this, go to Transactions > Customers > Accept Customer Payments (Administrator), and select the appropriate customer. If you issue a credit memo after a customer has paid an invoice, this memo can be applied to any of the customer's open or future invoices. For more information, see Entering Communication Information to a Transaction. On the Communication subtab, enter communication information for this transaction. For more information, see Associating Sales Teams with Customers and Transactions. On the Sales Team subtab, if you use the Team Selling feature, select the Sales Team for this transaction. For more information, see Entering Relationships on a Transaction. On the Relationships subtab, enter a contact or partner details for this transaction. For more information, see Entering Accounting information about a Sales Transaction. The Accounting subtab only shows if you are using the Multiple Currencies or Revenue Recognition features, if you have not enabled the Per-Line Taxes preference at Setup > Accounting > Taxes > Set Up Taxes (Administrator), or if you have added fields to this subtab. For more information, see Entering Shipping Information about a Sales Transaction. On the Shipping subtab, enter the shipping details for this transaction. For more information, see Adding Billing Information to a Transaction. On the Billing subtab, the default billing address for the selected customer is displayed in the Bill To field. Next, click List to select the serial number sold to this customer.Įnter the serial number and the item number will autofill the Item field.įor more information, see Adding Items on a Sales Transaction. If the item being returned is a serialized item, you can:Įnter the customer name, then enter the item number in the item field. On the Items subtab, enter information about each item credited, and click Add after each. For information about sharing customer records with multiple subsidiaries, see Assigning Subsidiaries to a Customer. If you use NetSuite OneWorld and the selected customer is shared with multiple subsidiaries, you can choose any subsidiary assigned to the selected customer. Under Classification, select a department, class, and location you want this order associated with. For example, selecting this box on a sales order excludes the sales order and the resulting invoice from all commission calculations for all sales people. The sales effective date determines which commission plan and historical sales team this transaction applies to.Ĭheck Exclude Commissions to exclude this transaction and its subordinate transactions from inclusion in all commission calculations. ![]() You can change the sales effective date for this transaction. If you like, enter a memo that will appear on the 2-line Accounts Receivable register. If you use accounting periods, select the posting period for this credit.Įnter the customer's original purchase order number. In the Custom Form field, select the credit memo form you want to use. Go to Transactions > Customers > Issue Credit Memos (Administrator).
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