The invoicing feature in Unimarket give users the ability to create credit invoices, as well as standard invoices.
Watch this short video or read the instructions below:
How to Create a Credit Invoice
Go to Transactions on left panel > Click View Orders.
Once completed, the Orders screen will populate, to locate desired order.
Filters
The Filters at the top of the screen allow for order listing to be refined, by utilizing the Customer, Order Type or Order Number filters. If suppliers do not know the order number, the Order Date From and Order Date To filter will assist with locating the order.
| Note: When the Order Number filter is used all other filters will be ignored, utilizing the search function for specific orders. If looking for a range of orders and the Order Date From filter is chosen, we recommend selecting one year prior, if applicable. |
To view order details, select desired order number on Orders screen.
Once completed, the desired order detail screen will appear > click Invoice Order.
The Invoice Order screen will appear, to insert the new Credit Invoice Number and Create Invoice Date. The credit invoice number must be unique (duplicate invoice numbers will result in an error). If you need to use the same invoice number, we recommend appending a "-C" to the end of the original invoice number, indicating the credit.
| Note: Any lines that have a submitted invoice against them will have the checkbox to the left of them deselected. |
Select the checkbox to the left of each line you wish to credit.
- In the quantity field, enter a NEGATIVE quantity indicating number of items credited.
- In the unit price field, enter a POSITIVE dollar amount. The subtotal amount will now show a negative number.
- If you are crediting shipping as well, enter the shipping amount as a NEGATIVE dollar amount in the shipping box under the subtotal.
Once completed, click Create at the bottom of the page and your credit invoice will be sent to the customer for review.