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:

1. Create a New Project Section called Misc. Expense
2. 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:

1. Click New

In the Customer field:

2. Click the Magnifying Glass

3. Filter & Select the customer
4. Click Open

In the Sales Order window:

5. Select the territory
6. Enter a note detailing the credit transaction and reason

7. Enter a Customer Job # and Purchase Order #

The customer information is now complete.

Adding a Miscellaneous Expense

In the Sales Order window:

1. Click the Miscellaneous tab

In the Section & Cost Group field:

2. Select Misc. Expense

In the Sell Price field:

3. Enter the credit amount as a negative value

4. Enter a note detailing the credit transaction and reason

5. Update the Status field to Released
6. 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:

1. Click New
2. Open the Sales Order

3. Click Finish
4. Click Save & Close

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