Debit Memos

This Debit Memo video shows how to search for a Debit Memo as well as how to create one. Additionally, the Navigation and Actions tabs are discussed, reviewing each of their features.

Video Text

00:04 This recording, we're in modules and we're going to talk about debit memos, so we're going to do a debit memo search now, all of a credit debit memo, a payment, they're all under receivable search, so that first click there from modules for any of those, take you to the same screen and then you can filter down to what you want to do this. I want to search a debit memo that I can search all. I've only got the 1:00 AM here and I can see that one's open at this point for a lot to apply it. It gives, you know, brings it up, opens it up to a payment or credit, but it's a little bit different from a payment or credit. You'll notice, you know, $2 and fifty cents of them. I'm doing an. There was an overpayment that I need to get rid of and blue streak for lack of better words.

00:53 So a debit memo does not apply to invoices. It can be applied to credits or payments. So this is a way to subtract the amount of cash received open in the system. You decide your internal rules on this, you know when you do these and how you use these, but they are not two, they're not meant for reducing invoice totals. They're meant to reduce payments or credit totals. So you know if I want to apply it, I can auto apply. I want to apply it to that credit memo and then just like a payment or credit it gives me just that apply to mouth, but then it's applied only to that item. Close that. So you could add debit metal, go into just like a payment or credit. You pick your customer and then you know it's a $2. You can require areas, call centers, areas and description required.

01:55 What are you really want a document here that that's your call and then save it and then you'll get a available or credits to apply to this item. And then that case I've got two payments that are open with open balances that I can apply the debit memo to. You know, once again it has a report like all other functions based report in the system. You know, if you want to report to end up, great. I haven't applied to anything so there's no records here under yet, but that's how he, uh, you get a report for that. If I apply it to this and you do the quick print, you know, then you get some data on the report stock at 37, which was payment 37 type document payment t mount mount or meeting of the debit memo. So that'll conclude debit memos.