To correct or refund a posted sales invoice, open the posted invoice and use 'Create Corrective Credit Memo', or create a new Sales Credit Memo and pull in the lines with Copy Document. Check the application to the original invoice, then post. The Zentriq Agent can draft the credit memo for you from one sentence.
Use the search bar (Alt+Q) and type 'Posted Sales Invoices'. Open the invoice you need to correct or refund.
On the posted invoice, click 'Correct' > 'Create Corrective Credit Memo'. BC creates a Sales Credit Memo with the same lines and links it to the original invoice.
Alternatively, search 'Sales Credit Memos', click 'New', select the customer, then use the 'Copy Document' action with Document Type 'Posted Invoice' to copy the original lines.
For a partial credit, reduce quantities or delete lines so the credit memo covers only what you are refunding. Set 'Applies-to Doc. Type' to Invoice and check the 'Applies-to Doc. No.' field so the credit memo closes the original invoice.
Verify the totals, then click 'Post'. BC creates a posted sales credit memo, reverses revenue and VAT, and applies it to the invoice so the customer balance is reduced.
Ask the Zentriq Agent to 'create a credit memo for invoice 103032, 2 units of item 1936-S' and it drafts the sales credit memo with the right lines, waiting for your approval before anything is posted.
Related Zentriq products: Zentriq Agent
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