Make a credit note for an invoice
Make a credit note directly in an invoice to put the invoice items back in your inventory and give money back to the client.
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 credit note to the correct values.
- 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.
