Credit invoices with stock entries

Sales that are returned, can be processed by adding a packing slip that contains negative numbers. This is because Profit updates stock entries using packing slips. You then create a negative invoice from this negative packing slip, which you then use to (partly) reverse the previous invoice.

Note:

For returns of sales, you can add a separate journal so that credit notes are entered in this separate journal.

To credit an invoice with negative stock entries using a packing slip (credit order):

1. Go to: Order Management / Sales process / Packing slip.
2. Click on: New. 
3. Select the entry layout..
4. Click on: OK.
5. If you are not using auto numbering, enter a packing slip number.
6. Select the Credit order check box.
7. Select the sales contact for which you want to submit a Credit order. If you do not see this field, you first have to add it to the header of your entry layout.
8. Click on the action: Copy order lines.

   Profit automatically enters a negative quantity in the fields (Sales contact, etc.) in the first window of the wizard.

9. Select the line again. At the bottom of the Stock tab, you see that the article has once again been entered into stock.
10. Click on: Next.

You report this packing slip ready and copy it to an invoice, crediting the stock and the financial entry.