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Reverse Credit is used to apply amounts back to a client's account in the event
of a payment being dishonoured. This cannot be done through simply invoicing the
client again as the invoice will be seen as another sale. The dishonoured
payment could be deleted from the system using the Load Payment function but no
record of the dishonoured payment is then held.
To apply a Reverse
Credit to a client's account, select Accounts from the Main
Menu. Select Reverse Credit from the drop down menu. The
client list is displayed. Select the client to receive the Reverse Credit. The
Reverse Credit dialogue
is displayed.
The Client field shows the name of the
client selected to receive the Reverse Credit. The Date field
displays the current date. Select and change the date if required.
Enter the
amount of the dishonoured payment into the Amount field. The
Notes field displays the words "Reverse Credit". This text
can be selected and changed if required. The text in the notes field is shown on
the client's Account Enquiry screen.
Click Ok or
press Enter to apply the Reverse Credit. Click Cancel or press Esc to abort the process.
Note:
The
date of the reverse credit defaults to the current date. This would
normally be the date at which you became aware of the dishonoured
payment. It is best to leave the date at the current, there is no
need to backdate the reverse credit to the date of the original
dishonoured payment.
Reverse Credits can be edited from the Accounts > Load Payment function.
New Payment
Reverse
Credit
Load Payment
Account Enquiry
Outstanding Accounts