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
