AR Credit Detail

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:49 AM by Travis Lander

Description

Manage and view full detail of a single AR Credit from this page.

The tabs include Details, Emails, Transactions, Payments, and Audit Log.

This tab has the full detail of the AR Credit. Additional fields to the Add/Edit screen are

AR Credit Detail Actions:

PDF - Click to bring up a PDF preview of the AR Credit. Click anywhere on the preview to download the AR Credit.

Create Template AR Credit - Click to create a new AR Credit, using most of the detail from the current AR Credit.

Issue - Click to issue the AR Credit. This does the following:

Set the AR Credit to status 'issued'
Posts AR Credit associated journal entries
If System Settings "Email On AR Credit Issued" is On then a PDF of the AR Credit will be emailed to the customer's email address if set.

Edit - Update AR Credit fields.

Void - - Void AR Credit. This does the following:

Delete - Delete this AR Credit.

This tab shows all emails sent to the email address on file for the customer of the AR Credit:

See the recipient and timestamp of the email
Click into the blue highlight text under the ID column to see more information about the sent email(s):

This view shows all of the journal entries related to this AR Credit:

This view shows all of the journal entries related to this AR Credit:

This view shows all actions taken with the AR Credit: