How to apply a supplier credit to a supplier invoice in Workshop Software
1. Create a supplier invoice, change invoice type to credit,
2. Enter the product number the supplier has created you for, Enter the amount, Process (This will then subtract from your stock count)
DO NOT ENTER THE UNIT COST AS A NEGATIVE, THE SYSTEM WILL AUTOMATICALLY SUBTRACT THE PRODUCT NUMBER FROM YOUR INVENTORY
3. Go to the supplier, Double click on the supplier credit created in Step 1;
3. Click on the ‘Star’ icon at the top right of the credit, next to the Balance Due;
4. Click on the green icon under the reference field, to bring up a list of invoices to allocate the credit against. The credit can only be allocated to a processed invoice that has not had a payment made against it;
5. Highlight the invoice you want to allocate the credit too, and then click Select
6. Enter the amount to be applied as a credit in the Applied Amount field and then click the green ‘Apply’ button to apply the credit to the invoice;
7. The credit will now show a $0 balance and the balance on the invoice will have reduced;
