Crediting or Reversing a Progressive Bill

To create a credit for a progressive bill, do the following:

1. On the Progressive Billing Generation form, set the Invoice Flag based on how you wish to print the credit:
   • If you want the credit to be printed as part of your next regular credit printing run, select Automatic.
   • If you want to print out the credit apart from your regular printing functions, select Yes.
2. (Optional) Select a billing date and enter a description.
3. Select an item from the grid.
4. Enter a negative value in the Amount Billed field (e.g., - 10.00).
5. Access the Order Invoicing/Credit Memo form.
6. Change the Invoice or Credit Memos field to Credit Memo.
7. If you are printing out a progressive bill credit memo separately from your regular credit memo run, change the Invoice Type field to Progressive Bill.
8. Click Process.

Related Topics

Order Entry Steps