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How to create a credit from an RMA

Introduction

Here, we’ll walk you through how to create a credit from a RMA.

You can also create a credit from an invoice 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.

Steps

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-credit

more-credit

Create a new credit

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

credit-list-view

create-new-credit

Select the RMA

Select how you would like to create the credit. In this case, make sure the RMA tab is selected. It is selected when RMA is highlighted in blue.

credit-modal-rma

credit-modal-select-rma

Select the RMA you want to use to create the credit by checking the corresponding box on the left. When you select a RMA, the list filters so that you can only see options from that particular customer.

credit-modal-select-rma-transaction

To deselect an order, uncheck the box.

Save or cancel the credit

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

To create the credit from the RMA(s) you selected, hit the accept button in the bottom right hand corner.

accept

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

credit-list-view-1

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

credit-tranid-status

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-detail-toggle

credit-created

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. Likewise, you can also edit the credit you just created by hitting the edit button in the top right hand corner.

Other ways to create a credit note

Creating a credit from a RMA is only one of the ways you can create a credit. You can also create a credit from an invoice or manually.

Updated on November 14, 2016

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