...
- If a customer was not pleased with the service after the first year, you may select to apply a credit amount to the next contract year.
- If you had a preventive maintenance contract for two pieces of equipment and the customer sells one of the pieces of equipment during the contract year, you may need to adjust the amount of the maintenance contract and credit the billing schedule.
- If a posted invoice was incorrect, you may use a credit memo to compensate a customer. Once a billing amount has been posted, it cannot be changed. You may select to issue a credit to the billing schedule to rectify the error.
Creating a
...
Maintenance Contract Credit Memo
- Select Cards > Service Management > Service Manager.
- Select a customer and select the Contract indicator.
- Select a contract.
- In the Maintenance Contract window, decrease the maintenance contract amount by the amount of the credit memo.
- Select Save. If you have not posted any billing amounts, you are asked if you wish to adjust the billing schedule. Select No. If you have posted amounts, you are not asked to adjust the billing schedule.
- Select Billing to open the Billing Schedule window.
- Select the Date field in the scrolling window and select Add. The new row appears in the scrolling window with the system date by default. You can edit the date.
- Select Credit Memo from the Document Type drop-down list.
- Enter the credit amount in the Billing Amount field.
- Select OK to save your changes and close the window. If your billing amount does not total the contract amount, you receive an error message.
...