Credit Voucher

Revision as of 13:22, 6 April 2022 by Gelo (talk | contribs) (Changed categories.)

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
Credit Voucher Record Status
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.
Credit Voucher Record List
Financials - Credit Voucher - Record List.png


Creating Credit Voucher
  1. Click Receipt Voucher from Financial Menu
  2. Under Receipt Voucher, Click Add Receipt Voucher
  3. Select Customer, then tick Advance Payment, Account for Advance Payment can be edited.
  4. Fill out the necessary fields in the Accounting details then click Save
Financials - Receipt Voucher - Create Credit Voucher.png


Applying Credit Voucher
  1. Under Create Receipt Voucher, Select A Customer then click the debits field to tag a Credit Voucher
  2. Tick the following Credit Voucher then click Tag
  3. Fill out the necessary fields in the accounting details then click Save.
Financials - Receipt Voucher - Apply Credit Voucher.png
Financials - Credit Voucher - Print.png


Credit Voucher Record Options
Actions Available base on Credit Voucher Record Status
Status View Print
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.
Viewing Credit Voucher
  1. Click Credit Voucher under Financials Menu
  2. Select Credit Voucher that needs to view its details. Click the Drop-down Arrow then press View.
Financials - Credit Voucher - View.png


Printing Credit Voucher
  1. Click Credit Voucher under Financials Menu
  2. Select the Credit Voucher that needs to print its details. Click the Drop-down Arrow then press Print.
Financials - Credit Voucher - Print.png


Exporting Voucher Options
  1. Click Credit Voucher under Financials Menu
  2. Under Credit Voucher Screen, Click Options then click Export Credit Voucher.
Financials - Credit Voucher - Export.png


Categories:
Modules
Financials Financials | Accounts Receivable | Credit Voucher | Receipt Voucher
Inventory Sales Return
Maintenance ATC Code | Bank | Chart of Accounts | Customer