Make a credit note for an invoice
As an alternative to a credit note product, you can make a credit note directly in an applicable invoice.
Make sure that the applicable invoice is approved.
Note: This procedure is
applicable for a site that a practice manager configures to use automatic credit
note allocation. If your site does not use automatic credit note allocation, you
must do the credit note allocations manually after step 5.
- Select Credit Invoice.ezyVet shows a New Invoice screen in a new record tab. ezyVet shows the New Invoice screen because a credit note in this procedure is a type of invoice. ezyVet automatically sets the quantity and price of the invoice line items to operate as a credit note.
-
If necessary, change the quantity and price of each applicable line item.
Note: When you change the quantity and price of a line item, the total dollar quantity of the credit note also changes. Make sure that the total dollar quantity is correct for the related invoice of the credit note.
- Select Save.ezyVet shows a confirmation message:
- Select APPROVE.ezyVet shows a confirmation message:
- The number of the source invoice
- The quantity of the credit note allocation
The source invoice shows:
- The number of the related credit note
- The quantity of the credit note allocation
ezyVet sets the Paid
value of the source invoice to the quantity of the credit note allocation.
