Invoices & Credits
All invoices and credits can be viewed by outlet centrally at head office level of Acquire, providing the ability for central reconciliation and invoice information.
Invoices & Credits Topics
Viewing Invoices & Credits
Follow these steps to view invoices and credits:
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Apply filter criteria to display the list of required invoices and credits
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Reference
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Order Reference
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Supplier
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Outlet
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Date Range
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Invoice Options
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Click Search, based on the filters applied the list is displayed
Credit requests are display in pink
Viewing Credit Requests
Follow these steps to view credit requests:
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Select the Credit Requests tab
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Apply filter criteria to display the list of credit requests
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Reference
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Order Reference
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Supplier
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Outlet
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Date Range
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Credit Request Options
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Click Search, based on the filters applied the list is displayed
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The states of a credit request are:
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Pending - supplier has received the request, response from supplier required
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Cancelled - credit request cancelled, no further action required
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Accepted - accepted by the supplier, no further action required
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Rejected- rejected by the supplier, no further action required
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Once the request has been accepted, a credit note is raised against the invoice in question and will follow the usual process
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Raising Requests
Follow these steps to raise a credit request:
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Apply filters or use search to locate the required invoice
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Click Raise Credit
All items on the original invoice will be displayed -
Select each product row that is being requested for a credit by setting the check box
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Adjust the Quantity | Unit Cost as required
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Select a Reason for the credit
Alternatively select the Set All Credit Reasons drop down to auto populate each row that is being requested for credit -
If required click Autofill Variance
Autofill will set the variances between accepted and invoiced values for quantity and price -
Click Create Credit Request
The request will be in a Pending state until the supplier takes action