Difference between revisions of "Credit Memos"

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Credit Memos allow recording a return from the customer and retaining it as an available credit.
 
Credit Memos allow recording a return from the customer and retaining it as an available credit.
  
=Credit Memo Window=
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=[[File:tabletandroid.png | 36px]] Credit Memo Window=
[[File:Edit memo.png|200px|thumb|left| '''Memo Screen''']]
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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.
*'''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 desktop. The user is able to edit ''Credit No.'' value.
 
 
*'''Date''' is populated with the current date, not editable.
 
*'''Date''' is populated with the current date, not editable.
 
*'''Customer''' (customer's name), not editable.
 
*'''Customer''' (customer's name), not editable.
  
*'''Items''' tab: allows editing the list of credit memo items with ''Name, Qty'' (credit memo quantity) and ''Rate'' fields.
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*'''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).
 
*'''Address''' tab: allows editing the customer's address (bill address).
 
*'''Memo''' tab: allows editing ''P.O.No.'' and ''Memo''.
 
*'''Memo''' tab: allows editing ''P.O.No.'' and ''Memo''.
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=Creating Credit Memos=
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=[[File:tabletandroid.png | 36px]] Creating Credit Memos=
  
  
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HandiFox allows easily creating credit memos in the app.
 
HandiFox allows easily creating credit memos in the app.
  
# In the app, go to ''Main → Sales''.
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# In the mobile app, go to ''Main → Sales''.
# 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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# 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.
 
# Long tap on the customer you want to create a credit memo for and tap the '''Credit Memo''' button.
 
# Long tap on the customer you want to create a credit memo for and tap the '''Credit Memo''' button.
# Tap '''New''' button to create new credit memo.
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# Tap the '''New''' button to create new credit memo.
  
=Editing Credit Memos=
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HandiFox allows editing credit memo.
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=[[File:tabletandroid.png | 36px]] Editing Credit Memos=
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[[File:Edit memo.png|200px|thumb|left| '''Memo Screen''']]
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HandiFox allows editing credit memos.
  
#In the app, go to ''Main → Sales''.
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#In the mobile app, go to ''Main → Sales''.
#Type the customer's name you want to edit credit memo for in the '''Look for customer''' field or type '''"%"''' sign to see the list of the customers to find the right one in the list.
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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.
#Long tap on the customer you want to edit credit memo for and tap the '''Credit Memo''' button.
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#Long-tap the customer you want to edit a credit memo for and tap the '''Credit Memo''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
#Make changes you need and tap '''Save''' button.
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#Make the necessary changes and tap the '''Save''' button.
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=Adding Items for Credit Memos=
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=[[File:tabletandroid.png | 36px]] Adding Items for Credit Memos=
  
With HandiFox, you can change credit memo adding new items if it is necessary.  
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With HandiFox, you can change credit memos adding new items if necessary.  
  
#In the app, go to Main → Sales.
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#In the mobile app, go to ''Main → Sales''.
#Type customer's name you want to edit credit memo for in the '''Look for customer''' field or type '''"%"''' sign to see the list of the customers to find the right one in the list.
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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.
#Long tap on the customer you want to edit credit memo for and tap the '''Credit Memo''' button.
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#Long-tap the customer you want to edit a credit memo for and tap the '''Credit Memo''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
#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 an item via scanning the item's barcode
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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
 
#Tap the '''Save''' button to save the changes.
 
#Tap the '''Save''' button to save the changes.
  
  HandiFox allows changing bin locations for items in credit memos by long-tapping the item and selecting the '''Change Bin''' option (see: '''Advanced Inventory''').
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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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{{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]]''').}}
  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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=Deleting Items for Credit Memos=
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=[[File:tabletandroid.png | 36px]] Deleting Items for Credit Memos=
  
 
In HandiFox you can delete items.
 
In HandiFox you can delete items.
  
#In the app, go to ''Main → Sales''.
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#In the mobile app, go to ''Main → Sales''.
#Type the customer's name you want to edit credit memo for in the '''Look for customer''' field or type '''"%"''' sign to see the list of the customers to find the needed one in the list.
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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.
 
#Long tap on the customer you want to edit credit memo for and tap the '''Credit Memo''' button.
 
#Long tap on the customer you want to edit credit memo for and tap the '''Credit Memo''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
 
#Tap any credit memo you want to edit and tap the '''Edit''' button.
 
#Long-tap the item you want to delete and tap the '''Delete''' button.
 
#Long-tap the item you want to delete and tap the '''Delete''' button.
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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]