Difference between revisions of "Credit Memos"

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Credit Memo allows recording a return from the customer and retain as an available credit.
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Credit Memos allow recording a return from the customer and retaining it as an available credit.
  
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=Credit Memo Window=
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=[[File:tabletandroid.png | 36px]] Credit Memo Window=
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*'''Credit No.''' is set to a unique number generated based on the transactions prefix defined in the '''Handheld Device Manager''' window in QuickBooks integrated module on the computer. You can edit the '''Credit No.''' value.
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*'''Date''' is populated with the current date, not editable.
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*'''Customer''' (customer's name), not editable.
  
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*Credit No. is set to unique number generated based on transactions prefix defined in the Handheld Device Manager window in QuickBooks integrated module on desktop. The user is able to edit Credit No. value,
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*'''Items''' tab: allows editing the list of the credit memo items with ''Name, Qty'' (credit memo quantity) and ''Rate'' fields.
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*Date is populated with the current date, not editable,
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*'''Address''' tab: allows editing the customer's address (bill address).
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*Customer (customer's name), not editable.
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*'''Memo''' tab: allows editing ''P.O.No.'' and ''Memo''.
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<div style="float: left;">  [[#top|[Back to top]]]</div>
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*Items tab: allows editing the list of credit memo items with Name, Qty (credit memo quantity) and Rate fields.
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=[[File:tabletandroid.png | 36px]] Creating Credit Memos=
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*Address tab
 
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*Memo tab
 
  
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=Creating Credit Memo=
 
  
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HandiFox allows easily creating credit memo in the app.
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[[File:Create Memo.png|200px|thumb|right|'''Create Memo Screen''']]
  
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# In the app, go to Main > Sales.
 
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# Type customer's name in Look for customer field you want to create credit memo for or type % sign to see the list of the customers.
 
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# Long tap on customer you want to create credit memo for and tap Credit Memo button.
 
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# Tap New button to create new credit memo.
 
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=Editing Credit Memo=
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HandiFox allows easily creating credit memos in the app.
  
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#In the app, go to Main > Sales.
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# In the mobile app, go to ''Main → Sales''.
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#Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the correct one in the list.
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# Type customer's name you want to create a credit memo for in '''Look for customer''' field or type '''"%"''' to see the list of customers.
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#Long tap on customer you want to edit credit memo for and tap Credit Memo button.
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# Long tap on the customer you want to create a credit memo for and tap the '''Credit Memo''' button.
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#Tap any credit memo you want to edit and tap Edit button.
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# Tap the '''New''' button to create new credit memo.
  
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=Adding Items for Credit Memo=
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<div style="float: left;">  [[#top|[Back to top]]]</div>
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#In the app, go to Main > Sales.
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=[[File:tabletandroid.png | 36px]] Editing Credit Memos=
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#Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the #correct one in the list.
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[[File:Edit memo.png|200px|thumb|left| '''Memo Screen''']]
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#Long tap on customer you want to edit credit memo for and tap Credit Memo button.
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HandiFox allows editing credit memos.
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#Tap any credit memo you want to edit and tap Edit button.
 
  
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*Using Add button on Items tab or Enter button on SIP (software input panel):
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#In the mobile app, go to ''Main → Sales''.
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Use this method if you know the exact Name of the item. Type the item's full name in the search string and click Add (or Enter button on SIP).
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#Type the customer's name you want to edit a credit memo for in the '''Look for customer''' field or type '''"%"''' to see the list of the customers to find the right one in the list.
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#Long-tap the customer you want to edit a credit memo for and tap the '''Credit Memo''' button.
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#Tap any credit memo you want to edit and tap the '''Edit''' button.
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#Make the necessary changes and tap the '''Save''' button.
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<div style="float: left;">  [[#top|[Back to top]]]</div>
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*Using Find button:
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=[[File:tabletandroid.png | 36px]] Adding Items for Credit Memos=
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Use this method if you don't know the exact Name of the item you want to add to the credit memo or you want to add item based on its sales description. Type the item Name or part of description in the search string and click Find button, the Find/Add window will appear, filled with inventory items, which Name or Sales Description contain the entered search string, allowing the user to add multiple items to the credit memo.
 
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*Using scanner:
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With HandiFox, you can change credit memos adding new items if necessary.  
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The barcode scanner can be used to add inventory items to the credit memo. Scanning an item barcode adds the scanned item to the list.
 
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The system allows adding several rows to the credit memo for items with the same Name, but different units of measure. If the scanned item (Name and Unit of measure) is already in the list, then the system increments the Qty value of the item by 1.
 
  
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=Deleting Items for Credit Memo=
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#In the mobile app, go to ''Main → Sales''.
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#Type the customer's name you want to edit a credit memo for in the '''Look for customer''' field or type '''"%"''' to see the list of the customers to find the right one in the list.
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#Long-tap the customer you want to edit a credit memo for and tap the '''Credit Memo''' button.
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#Tap any credit memo you want to edit and tap the '''Edit''' button.
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#Type the item's name in the input panel and tap '''add''', or choose the '''Add''' button to see the list of items you can choose from. You can also use the '''Scan''' button and find the item by scanning the item's barcode
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#Tap the '''Save''' button to save the changes.
  
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#In the app, go to Main > Sales.
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{{Info | HandiFox allows changing bin locations for items in credit memos by long-tapping the item and selecting the '''Change Bin''' option (see: '''[[Multi-Location and Bins]]''').}}
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#Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the correct one in the list.
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{{Infoorange | HandiFox allows applying a price level to an item by long-tapping it and selecting the '''Apply Price Level''' entry from the pop-up menu (see: '''[[Volume Discount and Price Rules]]''').}}
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#Long tap on customer you want to edit credit memo for and tap Credit Memo button.
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#Tap any credit memo you want to edit and tap Edit button.
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<div style="float: left;">  [[#top|[Back to top]]]</div>
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#Long-tap the item you want to delete and tap delete button. 
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*bins
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=[[File:tabletandroid.png | 36px]] Deleting Items for Credit Memos=
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*apply discount and price level
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In HandiFox you can delete items.
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#In the mobile app, go to ''Main → Sales''.
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#Type the customer's name you want to edit credit memo for in the '''Look for customer''' field or type '''"%"''' to see the list of the customers to find the needed one in the list.
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#Long tap on the customer you want to edit credit memo for and tap the '''Credit Memo''' button.
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#Tap any credit memo you want to edit and tap the '''Edit''' button.
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#Long-tap the item you want to delete and tap the '''Delete''' button.
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<br>
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<div style="float: left;">  [[#top|[Back to top]]]</div>
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<br>

Latest revision as of 20:51, 2 September 2021

Credit Memos allow recording a return from the customer and retaining it as an available credit.

Tabletandroid.png Credit Memo Window

  • Credit No. is set to a unique number generated based on the transactions prefix defined in the Handheld Device Manager window in QuickBooks integrated module on the computer. You can edit the Credit No. value.
  • Date is populated with the current date, not editable.
  • Customer (customer's name), not editable.
  • Items tab: allows editing the list of the credit memo items with Name, Qty (credit memo quantity) and Rate fields.
  • Address tab: allows editing the customer's address (bill address).
  • Memo tab: allows editing P.O.No. and Memo.


[Back to top]


Tabletandroid.png Creating Credit Memos

Create Memo Screen


HandiFox allows easily creating credit memos in the app.

  1. In the mobile app, go to Main → Sales.
  2. Type customer's name you want to create a credit memo for in Look for customer field or type "%" to see the list of customers.
  3. Long tap on the customer you want to create a credit memo for and tap the Credit Memo button.
  4. Tap the New button to create new credit memo.












[Back to top]


Tabletandroid.png Editing Credit Memos

Memo Screen

HandiFox allows editing credit memos.

  1. In the mobile app, go to Main → Sales.
  2. Type the customer's name you want to edit a credit memo for in the Look for customer field or type "%" to see the list of the customers to find the right one in the list.
  3. Long-tap the customer you want to edit a credit memo for and tap the Credit Memo button.
  4. Tap any credit memo you want to edit and tap the Edit button.
  5. Make the necessary changes and tap the Save button.















[Back to top]


Tabletandroid.png Adding Items for Credit Memos

With HandiFox, you can change credit memos adding new items if necessary.

  1. In the mobile app, go to Main → Sales.
  2. Type the customer's name you want to edit a credit memo for in the Look for customer field or type "%" to see the list of the customers to find the right one in the list.
  3. Long-tap the customer you want to edit a credit memo for and tap the Credit Memo button.
  4. Tap any credit memo you want to edit and tap the Edit button.
  5. Type the item's name in the input panel and tap add, or choose the Add button to see the list of items you can choose from. You can also use the Scan button and find the item by scanning the item's barcode
  6. Tap the Save button to save the changes.


Info-sign.png HandiFox allows changing bin locations for items in credit memos by long-tapping the item and selecting the Change Bin option (see: Multi-Location and Bins).
Info-sign.png HandiFox allows applying a price level to an item by long-tapping it and selecting the Apply Price Level entry from the pop-up menu (see: Volume Discount and Price Rules).


[Back to top]


Tabletandroid.png Deleting Items for Credit Memos

In HandiFox you can delete items.

  1. In the mobile app, go to Main → Sales.
  2. Type the customer's name you want to edit credit memo for in the Look for customer field or type "%" to see the list of the customers to find the needed one in the list.
  3. Long tap on the customer you want to edit credit memo for and tap the Credit Memo button.
  4. Tap any credit memo you want to edit and tap the Edit button.
  5. Long-tap the item you want to delete and tap the Delete button.


[Back to top]


Retrieved from "https://help.handifox.com/index.php?title=Credit_Memos&oldid=1712"