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Credit Voucher

Revision as of 13:20, 29 November 2021 by Gelo (talk | contribs)

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
Creating Credit Voucher
  1. Click Receipt Voucher from Financial Module
  2. Under Receipt Voucher, Click Add Receipt Voucher
  3. Select a Customer then tick the Advance Payment Option
  4. Fill up the required fields for Header and Accounting details then click Save
Applying Credit Voucher
  1. Under Create Receipt Voucher, Select A Customer and tagged a Receivable
  2. Click Credits
  3. Click the Vouchers need to Apply in the Transaction then click Tag
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.
Exporting Voucher Options
  1. Go to Financials then click Credit Voucher
  2. Click Options then click Export.
Categories:
Modules
Financials Financials | Accounts Receivable | Credit Voucher | Receipt Voucher
Inventory Sales Return
Maintenance ATC Code | Bank | Chart of Accounts | Customer
Job Aid Modules
Financials Aids Credit Voucher Aids | Receipt Voucher Aids | Accounts Receivable Aids
Inventory Aids Sales Return Aids
Maintenance Aids ATC Codes Aids | Bank Aids | Chart of Accounts Aids | Customer Aids