Credit Note or Credit Memo. Credit Note or Credit Memo was revised and published on our new site Invoicing. Template. com, at Credit Memo Template Credit Note Template, in the Other Invoice Template category, as both a free invoice template and a template that works with Uniform Invoice Software. Please visit our new site for the updated documents and download links of this template Credit Note or Credit Memo. Note The support for credit note or credit memo is available only in the Pro and Enterprise editions of Excel Invoice Manager. For more information about the difference between editions, please see The Difference between Excel Invoice Manager Editions. Contents. What Is Credit Note or Credit Memo. When to Use Credit Notes or Credit Memos. Using Credit Note or Credit Memo in Excel Invoice Manager. Creating a Separate Template for Credit Note or Credit Memo. Upgrading from Previous Versions. VARTLDJ0kA/TxWMZSG2AMI/AAAAAAAAAPA/ijNmJzVYbdU/s1600/Multiple+condition+sum.jpg' alt='Pop-Up Excel Calendar Serial Number' title='Pop-Up Excel Calendar Serial Number' />What Is Credit Note or Credit Memo. A Credit Note is a commercial document issued by a seller to a buyer, listing the products, quantities and agreed prices for products or services the seller provided the buyer, but the buyer did not receive or returned. It may be issued in the case of damaged goods, errors or allowances. In respect of the previously issued invoice, a credit note will reduce or eliminate the amount the buyer has to pay. In other words, a credit note reduces Amounts Receivable i. Excel Invoice Manager. You can think of a credit note as a negative invoice. Credit notes are often called credit memos short for credit memorandum, or just Credits. When to Use Credit Notes or Credit Memos. Pop-Up Excel Calendar Serial Number' title='Pop-Up Excel Calendar Serial Number' />The following examples cover some of the times when credit notes are used. Goods returned. This is probably the most common reason for creating a credit note. Goods are returned for a number of reasons wrong color or specification, your customer no longer requires them, faulty goods, incorrect goods supplied etc. When creating the credit note, specify exact the same Product ID and a negative Quantity to return the goods to the inventory. Goods short delivered. For example, a loss of goods by carrier, an error during packaging or lack of stock. If you have invoiced your customer for 1. Therefore you need to issue a credit note to credit your customer for the shortfall quantity of 1 unit. Under payments is another common reason for creating a credit note. If you create an invoice for 1. You can either carry the remaining 1. To apply discounts after shipment. Custom Binary Reset I9100g. View and Download Amano Time Guardian Series installation and user manual online. Security access keypads. Time Guardian Series Keypad pdf manual download. Pop-Up Excel Calendar Serial Number' title='Pop-Up Excel Calendar Serial Number' />You sent an invoice for 2. The customer then calls you asking for a discount to make the net invoice amount 2. Business Card Designer Pro Crack. You agree to this and then issue a credit note for 5. You can also browse the table of contents or search for a topic. INSTALL ON A NEW MACHINE 20172QE. UPDATE EXISTING VERSION 20173QG. Download this to install HITech Pawn software on a new server or additional workstations on your. RequestCracks. com Request a Crack, Dongle Emulator or Dongle Crack. Dongle Emulation Service for any software. The podcast craze of the past several years shows no signs of slowing down, and while every armchair broadcaster with a voice recorder app is eager to get in the game. And so on. Using Credit Note or Credit Memo in Excel Invoice Manager. In Excel Invoice Manager you create a credit note or credit memo in a simple and similar way like what you do for sales invoice. The only exception is that for a credit note, you enter a negative quantity or negative price to make the Total and Total Balance negative If the total is less than zero, Excel Invoice Manager accepts it as a credit note, and add the amount of the Total Due to the Credit field of the customer account. Click Clear New to clear the Invoice worksheet. Tip If the new credit note is similar to an invoice you created, You can load and edit the invoice to create the new credit note Click the Invoices button to list all the invoices. Locate and select the invoice in question. Click the Edit In Excel button to display it in the Invoice worksheet. Clear the Invoice Date and Invoice ID fields. Enter the items on the invoice body. Make sure the Quantity or Price is negative, to make the Total and Total Due fields of the invoice negative. If you need to return goods to inventory or stock, make sure the Product ID is correct and the Quantity is negative. Click the Save To DB button to save the credit note. After saving a credit note, the Customers data list window shows the credit in the Credit column. This column is invisible by default. To display it in the Pro and Enterprise editions of Excel Invoice Manager, right click the data list area and then check Credit on the menu. Display the Credit column Click to enlarge Note A credit note is marked as paid automatically when you click Save To DB. You cannot edit a credit note except its notes field. However you can delete or void a credit note. Note By default credit notes share the same ID prefix and the same group of auto generated serial numbers with invoices. For example, if the last invoice you saved was INV1. INV1. 00. 2. However, you can use your own IDs by enter the ID manually into the Invoice cell before clicking Save To DB. To apply the available credit to an invoice Click the Invoices button on the Invoice worksheet to open the Invoices data list window. Double click the invoice to which you want to apply the credit. Go to Payments tab. Payments tab with available credit Click to enlarge If the customer account has a non zero credit available, the Apply Credit button is enabled. Click it to open the Applying Account Credit dialog box. Applying account credit Click to enlarge Enter the amount of credit you want to post to the current invoice, and then click OK. The applied credit appears as a payment record, with a payment type of ACCOUNT CREDIT. A payment with the type of ACCOUNT CREDIT is not editable, but can be deleted. The applied credit shown as a payment Click to enlarge Creating a Separate Template for Credit Note or Credit Memo. You may like to create a special template for credit notes, instead of using the invoice template. For example, you may like to use the words Credit Note to be clearly written towards the top of the page, or you may like to remove some unneeded cells like Ship Date, Ship Via, Terms, Due Date. This is possible, and in fact, is easy to do. Exit Excel it is running. Copy your invoice template. Name the new file Credit Invoice. Open Credit Invoice. Unprotect the Invoice worksheet. How Switch to design mode. How Click the cell where it says INVOICE in the standard template, the cell is N3. Enter the label you want, say Credit Note. Create a credit note template Click to enlarge Modify the other labels as you like. Drag your mouse to select the area you want to remove Click the border of the selected area drag it to place it outside the PrintArea. Click the unneeded icon button drag it to place it outside the PrintArea. Once finished, exit design mode. Protect the Invoice worksheet. Click the following links to download the sample credit note template Upgrading from Previous Versions. If you install the latest version of Excel Invoice Manager on a computer where a previous version 2. During this process all the program files for example,. The support for credit notecredit memo does introduce new requirements for the data files that is, it requires a new field Credit to be added to both the database file and database definition file. To fulfill the requirements, Excel Invoice Manager upgrades your existing data files automatically when you use the data files first time with the new version of program. In most cases the upgrade is silent and automated you may even not be aware of that there is an upgrade process to the data files. However there is still the possibility that the data file upgrade process fails and you need to do something before you can use the existing data files with the new program. Failed to Modify the Database File.