Service POS Operations - Flipbook - Page 146
STEP 3
Once all the lines have been created, the Action icon should be clicked on to display
the action screen.
Before proceeding, it is good practice to check that the document value matches the
original invoice.
However neither of the Credit note options are available (because the newly created
lines are not available for credit as they have not yet been invoiced) To raise the
manual credit note, click on the Print button in the Invoice area.
When producing this credit note (or more correctly, 8negative invoice9), a service
history line will be created. As the job is not been done again, select the service code
8REI9
– Re-invoice. This makes the service history more accurate.
STEP 4
Once the credit has been produced, the lines need creating a second time, but this
time as positives. These new lines can then be invoiced to the correct account as
detailed in process 05.005.01.L1 Invoicing
Manual Credit Notes
05.009.03.L1 – srew 08/08
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