Goal:
- Reflect credits within a Bill.
- Add a negative line item within a Bill to reflect a credit or return.
Steps:
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Within the Bill creation or edit page, select the +NEW ITEM button.
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Fill out the item information.
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For the Unit Cost field, input a negative amount to reflect the credit. Enter the amount first then add the negative symbol.
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Select the SUBMIT button.
Tips!
- Only users with the Accounts Payable Permission will be able to perform these steps.
- The steps listed assume that you are already drafting the Bill.