Crediting a Part on a Parts Invoice

To create a parts invoice, navigate to Parts > Counter > Parts Invoices, click New in the Action Ribbon, enter the customer and part information, and click Save.

Parts > Counter > Parts Invoices

How do you create a parts invoice?

Option A: Invoice for a specific customer

1. Click New in the Action Ribbon.
2. Input the Customer Number, Customer Name, or click the magnifying glass to search for the customer.
3. Input a part number in the Part Number field.
4. Input the quantity as a negative in the Bill field.
5. For additional part numbers, click the New Part button below the grid.
6. Once all part numbers have been entered, click Save in the Action Ribbon.

Option B: Invoice for a cash customer

1. Click New in the Action Ribbon.
   • The Customer Name field will populate with the name of CASH.
2. Input a part number in the Part Number field.
3. Input the quantity as a negative in the Bill field.
4. For additional part numbers, click the New Part button below the grid.
5. Once all part numbers have been entered, click Save in the Action Ribbon.