I use GP 2013 and the Sales Transaction Entry window for orders to invoices. Is there anywhere on the Sales Transaction Entry screen to enter the existing credit on account to reduce the future invoice that will be posted? I am trying to reduce the amount of customer accounts with credit balances by using them on future orders. We send credit memos, but the customers either do not use them or they forget about the credits.
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I use the trade discounts field unfortunately. If we didn't, that could be a possibility.
Hi
I too am a think outside the box person - but I would slightly modify Justin's suggestion - it isn't wrong - it would also work, but would create a bank transaction that would need to be cleared as well.
If you don't use it for anything else, you could probably use the Trade Discount field. You could rename it on the invoice to something like "Less Credit Balance". You can then code the trade discount to the same account you put the Debit Note to.
Like the thinking though - could be an enhancement suggestion for Microsoft - add applying posted credits to the Payment Entry window.
Ohhh - another thought. What is the COD Amount field in that payment window used for? I entered something in my system and it doesn't seem to do anything except record an amount - maybe the value in that field could be added to the Invoice print. Then you could put the balance you want them to pay there, print it on the invoice and use a Calculated field to then show that the difference is the existing credit. If that worked, then there would be no other transactions to process. When they pay the reduced amount, you apply the credit.
Cheers
Heather
Hi Jelena,
Yes, this would create a (dummy) payment.
My suggestion was a "thinking outside of the box" recommendation, because there isn't any specific functionality to accomplish what you are asking.
Potentially there are other workarounds depending on how your business works (specifically, how are customers information how much they should pay)? Perhaps if you are emailing an order/invoice, also email a recent customer statement or a copy of the Credit Note, so the customer knows the "correct" amount to pay...etc...
Thanks,
Justin
How would that work? I agree it reduces the un-posted invoice, but doesn't it also create a payment that does not actually exist? When I opened the Sales Payment Entry screen, it looks like it's wanting me to enter payment information.
Hi Jelana,
You can't apply credits to unposted documents.
However, what you could do is:
1.) Enter, Post, and Apply a debit note, to the existing credit note.
2.) On the order or invoice, use the "Amount Received" field to record a "payment".
Thanks,
Justin
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Almas Mahfooz
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