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How to create a credit from an invoice*

Introduction

Here, we’ll walk you through how to create a credit in Paragon from an invoice.

You can also create a credit from a RMA or manually.

The credit module is based on Paragon’s standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on transaction screens here.

Step 1: Open the Credit module

You can open the credit module in two ways. By hitting the credit button in the right hand navigation bar or through the more menu.

home-with-credit

more-with-credit

Step 2: Creating a credit from an invoice

Add a new credit

This is the list view of the credit module. To add a new credit, hit add new credit.

credit-list-viewadd-new-credit

Select the invoice

Select how you would like to create the credit. In this case, make sure the invoice tab is selected.

It is selected when invoice is highlighted in green.

create-credit-from

credit-from-invoice

Select the invoice you want to use to create the credit by checking the corresponding box on the left.

To deselect an order, uncheck the box.

credit-select-invoice

Saving or canceling a credit

A credit can be canceled at any point before it is saved by hitting close in the bottom left hand corner.

cancel-button

To create and save a credit from the invoices you selected, hit accept in the bottom right hand corner.

save-button

Once you hit accept, the credit will be created and you will be brought back to the list view of the credit module.

new-credit-in-listview

Note that once the credit is saved, it will automatically be assigned a transaction number and a temp status.

credit-temp

To see the details of the credit, double click it in the list. You can also see the credit details by selecting the record in the list (highlighting it) and then hitting the list-detail toggle button.

credit-in-listview-with-list-detail credit-details

I’ve created my credit, now what?

Once a credit has been created you can proceed in a number of ways using the green action button in the bottom right hand corner:

  • Attach a credit to another record
  • Download a credit
  • Email a credit
  • Print a credit
  • Issue a credit
  • Put a credit on hold
  • Complete a credit
  • Void a credit
  • You can also edit a credit in the detail view.

credit-action-button credit-whats-next

Other ways to create a credit

Creating a credit from an invoice is only one of the ways you can create a credit in Paragon.

Learn about the other ways to create a credit in Paragon.

Updated on September 19, 2019

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