Creating a Credit or Debit on a Sales Order

In this how-to video, 10X ERP users will learn how to create a credit or a debit on a specific sales order. The tutorial details how to find the relevant sales order, create a new credit or debit, and publish these changes, as well as how they appear in the customer's Accounts Receivable table.

• Navigate to the Sales Order in Question
• Go to the Invoices Screen and Select 'Create'
• Choose Either 'Credit' or 'Debit' and Enter Edit Mode
• Input the Adjustment Amount (The system will know the sign and auto-apply it: negative for Credit and positive for Debit)
• Publish the Credit/Debit and Optionally Email it to the Customer
• Confirm the Credit/Debit Appears in Customer's AR Table as necessary