Difference between revisions of "How do I credit a workshop invoice?"

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== More Information ==
 
== More Information ==
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Once a Workshop Job has been invoiced out and completed, it is possible to reverse this transaction in part or all together. To be able to do this you will first need to get to the completed and invoiced Workshop job.
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Once a Workshop Job has been invoiced out and completed, it is possible to credit this transaction in part or all together.
  
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{{Tip|text=If you are crediting the job as you need to recreate it you may find it helpful to temporarily save the job as a [[How do I create a standard workshop job?|standard job]]. You can then load it into your new jobcard, saving time on re-entry of data, and then edit it to remove or change the pertinent details.}}
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To Credit the job:
 
* Go to {{Menu|{{WS}}|Workshop Diary}}.
 
* Go to {{Menu|{{WS}}|Workshop Diary}}.
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* Find the job by searching for it using {{KeyPress|C-F1}}, and click {{Button|Edit}}.
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* Press {{KeyPress|C-F1}} to search for the job.
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* Click {{Button|Edit}} once you have found the job.
  
 
=== Crediting the Workshop Job ===
 
=== Crediting the Workshop Job ===
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Once in the "Workshop Job Properties", press {{KeyPress|F6}} or click {{Button|Invoice}}. This will take you to the "Job Details" screen. This is the place where you would have added [[How do I add Parts to a Workshop Job?|parts]] and [[How do I add Labour to a Workshop Job?|labour]].
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* Select the {{Tab|Invoice}} tab.
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* To credit all items press {{KeyPress|F8}}.
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However the {{DataPrompt|Total:}} will be {{DataValue|0.00}}. (This is due to the items being invoiced already!)
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* To credit selected items tag the items by clicking into the left hand column and pressing {{KeyPress|T}} against the relevant rows. Press {{KeyPress|F8}}.
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** If you are crediting the whole job you will be asked to confirm you wish to '''raise a credit for invoiced items on this job?'''. Click {{Button|Yes}}.
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* Press {{KeyPress|F8}} to credit the invoice.
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** If you have chosed to tag selected items you will be asked to confirm {{Button|Tagged}} or {{Button|Untagged}}. Select as appropriate.
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* Enter your {{DataPrompt|Employee Code/Password}} if prompted.
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* A prompt will appear asking "Do you want to raise a credit for invoiced items on this job?". Click {{Button|Yes}}.
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* The {{Tab|Print Summary}} screen shows the amount to be credited. If this figure is correct, then proceed as below else click {{Button|Cancel}}.
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* This will then take you to the "Document Control" screen, which shows the amount to be credited. If this figure is correct, then proceed. If not then press {{KeyPress|ESC}}.
 
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** This will take you back to the "Job Details" that will show all the items in the list (Tagged) as a minus quantity are the ones which make up the creditable amount.
 
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** If you wish for the item not to be credited you will need to un-tag the item by pressing the {{KeyPress|DOWN}} key to the relevant item and then pressing {{KeyPress|U}}.
 
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** Once the desired items are all flagged up to be credited, press {{KeyPress|F7}} or click {{Button|Invoice}} to credit the items.
 
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** A screen prompt will appear asking "Do you want to print tagged or untagged items?". Click {{Button|Tagged}} which will take you to the "Document Control" screen that will show you the total credited amount.
 
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* Once happy with the total amount to be credited, press {{KeyPress|F7}} or click {{Button|Invoice}} to continue to post the credit.
 
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* The vehicle service dates screen will appear, asking for the {{DataPrompt|Next Service Due ;}}. Click the {{Button|Printer}} button at the bottom of the screen, and {{KeyPress|Enter}} to accept the information.
 
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* Check whether a payment was posted against the original invoice. If so, select the same payment method as the original and then click {{Button|Post}}. If no payment was posted, type '''0''' in the {{DataPrompt|Payment}} column and then click {{Button|Post}}.
 
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* This will then print the credit note. Check that it is correct and click {{Button|Accept}}. If it is wrong, click {{Button|Ignore}}.
 
  
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* Another screen prompt may appear asking "Do you want to log the payment into the till?". Click {{Button|Yes}} which will then log the refund to the end of day takings report.
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{{Warning|text=If you select {{Button|Cancel}} all items that were to be credited will be added to the job as minus quantities and will be tagged. If you do not wish to proceed with the credit click {{Button|Remove}} and select {{Button|Tagged}}.}}
  
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* This will take you back to "Job Details" screen. From here, press {{KeyPress|ESC}} twice and then {{KeyPress|Enter}} to exit from the job.
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* If you intend to refund the customer for monies paid, click the {{Button|Payment}} check box else leave this blank and you will not be prompted to give a refund.
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* Click {{Button|Print}}.
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* If prompted, click {{Button|Print}} from the {{Tab|Service Information}} window.
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* If prompted select the method by which you are refunding the customer.
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** Click the {{Button|Print receipt?}} check box in the bottom left of the payment box if you wish to produce a receipt for the refund.
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** Click {{Button|Post}} and confirm you wish to give a refund.
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* Check the credit note has printed and is correct before selecting {{Button|Reprint}} if you wish to keep a copy, then clicking {{Button|Accept}} to save the credit.
  
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{{Note|text=If you had to credit the invoice because of an error when invoicing, you will then need to [[Creating Workshop Jobs|recreate]] the workshop job in order to invoice the items out correctly again!}}
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{{Note|text=If you had to credit the invoice because of an error when invoicing, you will then need to [[Creating workshop jobs|recreate]] the workshop job in order to invoice the items out correctly again!}}
  
 
== See also ==
 
== See also ==
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* [[Creating Workshop Jobs]]
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* [[Creating workshop jobs]]
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* [[How do I Invoice a Workshop Job?]]
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* [[How do I invoice a workshop job?]]
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* [[How do I create a standard workshop job?]]
  
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{{KB_Tags|Workshop Jobcard, credit, invoice, refund, Jobs, cred}}
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{{KB_Tags|workshop jobcard, credit, invoice, refund, jobs, cred, credit workshop}}
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{{FAQ}} {{KB_WS}}{{ZN_WorkshopManager}}
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{{FAQ}}{{How}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 05:27, 26 August 2020

Summary

This article will describe how to credit back a Workshop Invoice, once it has been completed.

More Information

Once a Workshop Job has been invoiced out and completed, it is possible to credit this transaction in part or all together.

If you are crediting the job as you need to recreate it you may find it helpful to temporarily save the job as a standard job. You can then load it into your new jobcard, saving time on re-entry of data, and then edit it to remove or change the pertinent details.

To Credit the job:

  • Go to " Workshop Workshop Diary".
  • Press <Ctrl+F1> to search for the job.
  • Click [Edit] once you have found the job.

Crediting the Workshop Job

  • Select the [Invoice] tab.
  • To credit all items press <F8>.
  • To credit selected items tag the items by clicking into the left hand column and pressing <T> against the relevant rows. Press <F8>.
    • If you are crediting the whole job you will be asked to confirm you wish to raise a credit for invoiced items on this job?. Click [Yes].
    • If you have chosed to tag selected items you will be asked to confirm [Tagged] or [Untagged]. Select as appropriate.
  • Enter your "Employee Code/Password" if prompted.
  • The [Print Summary] screen shows the amount to be credited. If this figure is correct, then proceed as below else click [Cancel].
If you select [Cancel] all items that were to be credited will be added to the job as minus quantities and will be tagged. If you do not wish to proceed with the credit click [Remove] and select [Tagged].
  • If you intend to refund the customer for monies paid, click the [Payment] check box else leave this blank and you will not be prompted to give a refund.
  • Click [Print].
  • If prompted, click [Print] from the [Service Information] window.
  • If prompted select the method by which you are refunding the customer.
    • Click the [Print receipt?] check box in the bottom left of the payment box if you wish to produce a receipt for the refund.
    • Click [Post] and confirm you wish to give a refund.
  • Check the credit note has printed and is correct before selecting [Reprint] if you wish to keep a copy, then clicking [Accept] to save the credit.
If you had to credit the invoice because of an error when invoicing, you will then need to recreate the workshop job in order to invoice the items out correctly again!

See also


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Keywords AND Misspellings
workshop jobcard, credit, invoice, refund, jobs, cred, credit workshop
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