You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Credit Voucher"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 38: | Line 38: | ||
=====Credit Voucher Record List===== | =====Credit Voucher Record List===== | ||
| − | + | [[File:Financials - Credit Voucher - Record List.png|border|center|1500x1500px]] | |
| + | <br /> | ||
=====<span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span>===== | =====<span class="mw-headline" id="Creating_Credit_Voucher" style="box-sizing: inherit;">Creating Credit Voucher</span>===== | ||
| Line 46: | Line 47: | ||
#Fill up the required fields for Header and Accounting details then click Save | #Fill up the required fields for Header and Accounting details then click Save | ||
| + | [[File:Financials - Receipt Voucher - Create Credit Voucher.png|border|center|1500x1500px]] | ||
| + | <br /> | ||
=====<span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span>===== | =====<span class="mw-headline" id="Applying_Credit_Voucher" style="box-sizing: inherit;">Applying Credit Voucher</span>===== | ||
| Line 52: | Line 55: | ||
#Click the [[Credit Voucher|Vouchers]] need to Apply in the Transaction then click Tag | #Click the [[Credit Voucher|Vouchers]] need to Apply in the Transaction then click Tag | ||
| + | [[File:Financials - Receipt Voucher - Apply Credit Voucher.png|border|center|1500x1500px]] | ||
| + | <br /> | ||
=====Credit Voucher Record Options===== | =====Credit Voucher Record Options===== | ||
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
| Line 94: | Line 99: | ||
|Maintenance | |Maintenance | ||
|[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Chart of Accounts]]<nowiki> | </nowiki>[[Customer]] | |[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Chart of Accounts]]<nowiki> | </nowiki>[[Customer]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|}<br /> | |}<br /> | ||
Revision as of 11:51, 17 February 2022
Contents
Credit Voucher
Allows the user to create a voucher that can be applied to a customer’s receipt voucher as a payment or reduction.
Requirements before using Credit Voucher
- The user should setup the following Maintenance Module in order to proceed on using the Credit Voucher
- The user should have the following records in order to proceed on using the Credit Voucher
| Status | Description |
|---|---|
| ACTIVE | If the Credit Voucher is newly created and have not been used. |
| USED | If the Credit Voucher's balance has been used up. |
| CANCELLED | If the Receipt Voucher reference is Cancelled |
Notes:
- Credit Voucher can only be created through:
- Receipt Voucher - this can be done through making a Receipt Voucher and by ticking advance Payment.
- Credit Voucher can only be edited through Receipt Voucher.
- Sales Return - Credit Voucher will be auto-generated when Sales Return has been created.
- Receipt Voucher - this can be done through making a Receipt Voucher and by ticking advance Payment.
Credit Voucher Record List
Creating Credit Voucher
- Click Receipt Voucher from Financial Module
- Under Receipt Voucher, Click Add Receipt Voucher
- Select a Customer then tick the Advance Payment Option
- Fill up the required fields for Header and Accounting details then click Save
Applying Credit Voucher
- Under Create Receipt Voucher, Select A Customer and tagged a Receivable
- Click Credits
- Click the Vouchers need to Apply in the Transaction then click Tag
Credit Voucher Record Options
| Status | View | |
|---|---|---|
| ACTIVE | ☑ | ☑ |
| USED | ☑ | ☑ |
| CANCELLED | ☑ | ☑ |
Notes:
- if all balance of the active Vouchers have been used up, it will change its status into used
- Credit Voucher can only be edited through its reference Receipt Voucher
- Credit Voucher can be used in multiple Receipt Voucher until such time its balance are all used up.
Exporting Voucher Options
- Go to Financials then click Credit Voucher
- Click Options then click Export.
| Modules | |
|---|---|
| Financials | Financials | Accounts Receivable | Credit Voucher | Receipt Voucher |
| Inventory | Sales Return |
| Maintenance | ATC Code | Bank | Chart of Accounts | Customer |