User`s guide

Furniture Wizard User’s Guide
Credit Invoices
Credit Invoices should be created for returns and exchanges. To create a Credit Invoice create a
new invoice with the items you want to credit and enter negative quantities for the inventory items
that you want to show as a credit. All pertinent information such as the Customer and
Salesperson must be the same as the original invoice.
If you have already processed the Inventory for this Invoice and created Purchase Orders you will
have to decide how to handle the previous processing instructions. Inventory that is on HOLD or
reserved can be reduced, which increases the quantity available. Purchase Orders can either be
converted to Stock Orders or they can be VOIDED. (Don’t forget to notify your supplier.)
There are several ways to handle credits and returns. Some stores create a Credit Invoice to
credit commissions that may already have been paid on the original Invoice. Some concern
should be given to how the Credit will affect the Sales Tax collected and reported. You’ll want to
give this process some thought before you create a Credit Invoice.
Invoice Reports
Invoice Reports are generated through the Report Form using the Invoice tab. Using the scroll
bar will allow you to view all the different type of invoice-related reports you can create. Notice
you can enter a date parameter, as well as report on all invoices, or delivered, pending, or
layaway invoices.
You can make a report a “Favorite” by clicking the Add to Favorite button, then change the “Show
All” to “Favorites” from the drop down menu to see only those reports chosen as favorites.
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