Items to Select

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Use this feature to create credit note lines by matching values against current invoices for the selected customer. Access the Apply Details tab on the AR Credit Note Entry form, and select the Items to Select tab.

This view shows all invoices and no opening balance is calculated for the current period.

Show children

If the customer is a parent account, you can show invoices associated with all child customers, rather than an aggregate value by parent.

Show futures

Select this option to display invoices that are not yet due for payment.

Select all

Click this button to select all the invoices for inclusion in the credit note.

You can deselect individual lines before saving.

Deselect all

Click this button to deselect all selected invoices.

You can select individual lines for inclusion in the credit before saving.

Items to select table

This table displays all invoices of the customer, using the criteria applied. You can select invoices as required for inclusion in the credit note. Invoices are included if they have a tick in the Selected box next to the line. If the invoice relates to a child customer, there will be a tick in the Child box next to the line to indicate this.

If you double click on an invoice in this table, the AR Invoice Entry form displays, populated with details of the original invoice.

Once invoices have been selected to include in the credit note, the invoice details will transfer to the Applied Items tab, where the values may be edited before saving the credit note (though only to a value less than the original).

• Customer Maintenance
• Applied Items

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