Create a Client Credit

Table of Contents

Creating client credits in SapphireOne is necessary for issuing refunds or adjustments to client accounts. This process ensures that all credit details are accurately recorded and applied to the appropriate invoices.

  1. Navigate to Client Credit
    • Go to Accounts > Receivables > Client Credit.
  2. Initiate a New Credit
    • Click on the data entry-client credit to create a new client credit.
  3. Select a Client
    • Enter the Client ID or choose the client from the provided list.
  4. Enter the Credit Details
    • Complete the necessary fields, including Credit Date, Amount, and any additional notes.
  5. Save the Credit
    • Finalise the credit by clicking the green tick button.

Alternate Process

  1. Select the Posted Client Receipt
    • Choose a posted Client Invoice (CI).
  2. Reverse the Transaction
    • Go to Tools > Process > Reverse Transactions.
  3. Create the Client Credit
    • A Client Credit (CC) will be automatically created.

For more detailed information, refer to the Accounts > Receivables > Client Credit article.

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2 0 0 July 2, 2024

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