Description

Manage and view full detail of a single AR Credit from this page:

Tabs

The tabs include Details, Emails, Transactions, Payments, and Audit Log.

Details

This tab has the full detail of the AR Credit. Additional fields to the Add/Edit screen are

  • Status - Current status of the AR Credit
  • Amount Due - Amount left to be paid on the AR Credit
  • Terms - Customer's payment terms, set on the Customer object
  • AR Credit number - Unique identifier for the AR Credit

Actions

PDF - Click to bring up a PDF preview of the AR Credit. Click anywhere on the preview to download the AR Credit

Create Template AR Credit - Click to create a new AR Credit, using most of the detail from the current AR Credit

Issue - Click to issue the AR Credit. This does the following

  • Set the AR Credit to status 'issued'
  • Posts AR Credit associated journal entries
  • If System Settings "Email On AR Credit Issued" is On then a PDF of the AR Credit will be emailed to the customer's email address if set.

Edit - Update AR Credit fields

Void - - Void AR Credit. This does the following

  • Sets the AR Credit to status 'voided'
  • Posts a journal entry reversing the issued entry.

Delete - Delete this AR Credit

Emails

This tab shows all emails sent to the email address on file for the customer of the AR Credit:

  • See the recipient and timestamp of the email
  • Click into the blue highlight text under the ID column to see more information about the sent email(s):

Payments

This view shows all of the journal entries related to this AR Credit:

  • Void a payment against the AR Credit

Transactions

This view shows all of the journal entries related to this AR Credit:

Audit Log

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