Why:
When a vehicle has been invoiced you have the option create full or partial credit notes. A full credit note is a complete reversal of the original invoice. A partial credit note allows you to credit selected amounts, for example if you have overcharged the customer. Full credit is not allowed once partial credits have been raised, so you should not use partial credit unless you are sure that a full credit will not be required at a later stage.
Where:
From the Vehicle Order View, highlight the vehicle order you want to work with and select Vehicle Order > Credit > Partial. This will display the Select Invoice for Partial Credit window.
How to Create Partial Credits:
In the Select Invoice for Partial Credit window current invoices for the vehicle order are listed. There may be more than one invoice if the primary was split, or if supplementary invoices have also been raised. Double-click the desired invoice to open the Credit Notes Raised for Invoice window.
The Credit Notes Raised for Invoice window lists any credits that have been previously raised against the selected invoice.
To create a new partial credit, select File > New. This will display a Create Partial Credit window. Here, all invoice items are listed. When the customer you wish to raise the partial credit for is displayed in the customer number field, and click the “Validate” button to ensure their authenticity. Right-click the required items and select ‘Open’ to input the amounts you want to credit. Click OK to print the partial credit, then choose whether you would like to print any trade-in details on the partial credit, and the number of copies required.
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