Create AR Credit Notes
For Sage 300
TaiRox’s Create AR Credit Notes Productivity Tool lets you quickly reverse accounts receivable invoices, debit notes, or interest payments that were applied to customer accounts.
What is Create AR Credit Notes?
Create AR Credit Notes lets you quickly reverse accounts receivable invoices, debit notes, or interest payments that were applied to customer accounts. The program provides document lookup by up to seven search criteria, then uses the details from the original batch entry to reverse the document exactly as entered – including the GL entries – so the net effect on your accounting records is 0.
The Create AR Credit Notes screen lets you find the documents you want to reverse by specifying a variety of selection criteria, such as the customer number, range of document dates, range of order numbers, etc.
Create AR Credit Notes Features:
Use additional criteria to select documents if necessary.
Process a range of documents – for example, to reverse incorrectly applied interest charges.
Check document details before finalizing the processing list.
Click the Process button to complete the operation for all selected documents in one step.
Select invoices, debit notes, and interest charges based on fields such as the customer number, document number, document date, order number, PO number, batch date, batch number, salesperson, or any optional fields.
View a log of all changes after processing.