Processing Credit via Electronic Invoice

Processing Credit via Electronic Invoice

You may process credits via Electronic Invoicing by uploading them through the Image Vault as you would with invoices. Follow the steps below on processing a credit via Electronic Invoice.

1. Select Invoices > Electronic Invoices from navigation.
   
   
   
   
2. Click on Credit uploaded through Image Vault.
   
   
   
   
3. Select unmapped negative Electronic line item.
   
   
   
   
4. Map negative Electronic line item to Inventory item or Credit. 
   **Note** Vendors will oftentimes enter the name of an Item describing a Credit. When this occurs, map to Inventory item not Credit.
   
   
   
   
5. Map credit line.
   
   
   
   
6. Review Electronic Invoice and select Done to generate Vendor Invoice.
   
   
   
   
7. Review Vendor Invoice. Create Note, if desired.
   
   
   
   
8. Approve Vendor Invoice.
   
   
   
   

Some thing to keep in mind

• Approving Credits with negative Quantities and/or Amounts will not impact an Item's inventory level or CU Price.
  
  
• If attempting to map a positive amount to a Credit, you will be met with the following error:
  
  

Related Articles

• Electronic Invoicing
• Mapping Lines
• Credit Memos
• Creating a Credit Manually