Sometimes you may have to send a customer a credit memo with a
price reduction if, for example, the customer has received slightly
damaged items or received the items late.
You can post this reduced price as an item charge in a credit
memo or a return order and assign it to the posted shipment.
The following steps describe how to post a sales allowance from
a sales credit memo, but the same steps can be followed for a sales
return order.
Fill in the credit memo header with relevant information about
the customer that you want to give the sales allowance to.
In the Type field in the
first sales line, click the AssistButton and select Charge (Item).
In the No. field, select the
appropriate item charge number.
You may want to create a special item charge number to cover
sales allowances.
In the Quantity field, enter
1.
In the Unit Price field,
enter the amount of the sales allowance.
Assign the sales allowance as an
item charge to the items in the posted shipment. When you have
assigned the allowance, return to the credit memo window.
To Post a Sales Allowance:
On the Sales Credit Memo
window, click Posting,
Post.
If you want to print the credit memo at the same time as you
post, click Posting,
Post and Print instead.
Click Yes, or if posting a
Return Order, select Receive and
Invoice and then click OK.
Sales Credit Memo
window.
and select Charge (Item).