Sales credits can be generated for many reasons - returned items, manufacturer coupons, and supplier discounts passed on to the customer are just a few. Credit Reasons are an extra detail to explain why there's a negative line total (which is a credit as opposed to a charge) on an invoice.
(config C) You manage the different Credit Reason Codes, then select them on invoices.
(config C) Credit Reasons on invoices can be optional or mandatory.
The Customer Sales data export includes Credit Codes.
What you'll find:
To add credit codes
Navigate to Accounts Receivable > Manage > Credit Codes.
In the Credit Code column, enter a unique code for the credit reason (10 char max).
In the Description column, enter a reason for the code (30 char max).
Ensure the Active check box is selected.
Active is selected by default.
Tip
Add all required credit codes before clicking Save since saving also closes the window.
Click Save.
You can edit any of your existing credit codes at any time by changing their code or description. You can also change the active status to activate or deactivate them.
To edit credit codes
Navigate to Accounts Receivable > Manage > Credit Codes.
Make your changes.
Click Save.
When you add credit codes, the default setting is active, but you can also reactivate a credit code that has been deactivated.
To deactivate credit codes
Navigate to Accounts Receivable > Manage > Credit Codes.
In the Active column, clear the Active check box of the credit code you want to deactivate.
Click Save.
To activate credit codes
Navigate to Accounts Receivable > Manage > Credit Codes.
In the Active column, select the Active check box of the credit code you want to activate.
Click Save.
You can remove a credit code as long as it has not been used on a invoice. If it has been used, you can deactivate the credit code so it cannot be used again.
To remove credit codes
Navigate to Accounts Receivable > Manage > Credit Codes.
Select the credit code you want to remove.
Click Remove Credit Code.
If the button is greyed out it indicates the credit code has been used and cannot be removed; consider deactivating it instead.
Click Save.