Issue a Credit Note against a Job Card

Background

A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or labour is disputed by the client. In Assetminder, credit notes can be issued against sales orders and job cards. This procedure outlines how to issue a credit note against a job card.

PROCEDURE

1.On the Home page click on Job Cards.  

2. Credit notes can only be issued against work already done. Search pending or closed jobs for the job card to which the credit will be issued.   

3. Open the job card that you wish to credit. Click on Job Card Review.   

4. Click on CREDIT JOB button.   

5. This will create the Job Credit. By default, the system will credit the full amount for the repair. 

6. To adjust the parts click on the icon.   

8. A dialogue box will open and the parts can be edited.  

9. Click Save. 

10. To edit the labour click on the icon.   

11. A dialogue box will open. Adjust the labour as required.  

12. Click SAVE.  

13. Click Sign off   

14. A dialogue box will open. If you wish the change the date, click on CHANGE.

15. Select the Date if required.  

16. To sign off the credit note Click YES.  

17. The invoice will appear. To email click on EMAIL button.   

18. Enter the email and click send email and close.   

19. To print click on PRINT.