CREDITS, USE INVOICE NUMBER…

On the Credits & Returns window there is a checkbox that says “Use Invoice #…..”

If the Invoice window is open with an invoice shown, the checkbox will refer to that invoice.

With the checkbox clicked, the credit will automatically be set up to return the items on the invoice, for that customer. You will be in Insert mode on the order window, with most of the fields already entered with default values. On the detail window you can adjust the numbers credited per item, delete lines, and perform any of the normal data entry operations.

This feature is nothing but a shortcut. it saves the time to reenter a number of items being returned. It DOES NOT automatically Apply the credit to that invoice. That still needs to be done as a second step. See UG# 32.