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Jim2® Business Engine Help File

In instances where a debtor has made an overpayment, after allocating the amount to an invoice, the remaining amount will be allocated as a credit. To issue a credit note, select the Pay # in the Payments List, then select the Payment Receipt report, select Preview or Print and the Payment Receipt window will pop up for selection of the correct payment (it will populate with the payment selected).

 

credit note2

 

The report produced will show the remaining unallocated amount (credit).

 

Further information:

Apply a Credit/Prepayment

Clearing Small Debtor Debit Balances

Clearing Small Debtor Credit Balances

Create a Debtor Refund

Credit Card Surcharge Management

Dealing with Dishonoured (Bounced) Payments

Debtors Adjustments Up and Down

Debtors Allocate Payments Grid

Debtors Form

Debtors List

 

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Enter a Credit

Enter a Credit Payment

Enter a Payment

Enter a Prepayment

Enter Debtors Opening Balances

Enter Discounts and Account Fees

How to Enter Debtor Transactions

 

Issue a Credit Note

Manage Debtor Payments Including Commission

Move Unknown Payments to Correct Customer

Return from Customer Entries

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund