How to: Issue credit to a customer due to an overcharge or any other arrangement requiring customer credit without a customer return.
Environment: Comsense Enterprise
In this article:
Using Sales Orders to Issue Credit
Only use this method of issuing credit if you are not doing a customer return. This procedure is for issuing credit due to overcharges or any other arrangement where the customer requires credit but there is no customer return.
Setting Up for a Credit Sales Order
*Note: If you already have a Miscellaneous Expense project section and product cost group, do not set up new ones. Proceed with Creating a Credit Sales Order.
It is easiest to credit a Miscellaneous Expense project section and cost group rather than creating a new project section and cost group specific to each situation. If you do not have the Miscellaneous Expense project section and cost group, an administrator must:
- Create a New Project Section called Misc. Expense
- Create a New Product Cost Group called Misc. Expense
Creating a Credit Sales Order
Accessing Sales Order
Enterprise > Order Entry > Sales Order

Creating a Sales Order
*Note: If you are issuing credit from a cash sale at the counter, select Cash as the customer account.
In the Sales Order window:
- Click New
In the Customer field:
- Click the Magnifying Glass

- Filter & Select the customer
- Click Open

In the Sales Order window:
- Select the territory
- Enter a note detailing the credit transaction and reason

- Enter a Customer Job # and Purchase Order #

The customer information is now complete.
Adding a Miscellaneous Expense
In the Sales Order window:
- Click the Miscellaneous tab
In the Section & Cost Group field:
- Select Misc. Expense

In the Sell Price field:
- Enter the credit amount as a negative value

- Enter a note detailing the credit transaction and reason

- Update the Status field to Released
- Click Save
The credit sales order is now released.
Invoicing the Credit Sales Order
Accessing Invoicing
Enterprise > Receivables/Invoicing > Invoicing

Creating an Invoice
In the Invoicing window:
- Click New
- Open the Sales Order

- Click Finish
- Click Save & Close

The customer now has credit to apply to future purchases, Check Refund, or Credit Card Refund.
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