EventPro User Manual

Add New Credit Detail Item

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Add New Credit Detail Item

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Add New Credit Detail Item

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1.To add a credit item  to an invoice, click the New button to the right of the detail item selection grid of the invoice.
2.This will bring up the Invoice Detail [New] window.

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3.The Date will default to the current date, but can be changed.
4.“CREDIT” will be pre-selected as the Item Type, but you can type in an additional Item Description.
5.Enter the Quantity and Amount charged. The Amount will be negative, indicating that it is a credit.
6.If you want, you can choose the invoice to which you want to apply the credit from the Credit Applied To drop-down box.  This step is optional. You can also apply a credit detail item to an invoice later when Editing an Invoice.
7.Choose the applicable taxes under the Taxes tab. By default, the Event Taxes you set when booking the event (see Chapter 2: Create a Booking, Creating a New Booking: Event Information, Event Taxes) will be applied to the item, but you can change them manually. If you do not want to apply any taxes to deposit or credit invoice items by default, you can select the "Do Not Set Default Taxes for Deposit and Credit Invoice Items" option in your Accounting System Settings.
8.Choose the correct Accounts and Department from the Accounts tab.
9.Click Save in the bottom right corner of the Invoice Detail [New] window.
10.You will return to the invoice, and the new item will be added to the selection grid.