How to Create a Wholesale Invoice Credit

In this article, we will guide you through the process of creating a wholesale invoice credit using Flawless POS.

You may refer to this video for a step-by-step guide on creating an invoice credit: https://www.youtube.com/watch?v=aND-LbNYHtk

Step 1: Access the Wholesale Account Module

1. Open the Wholesale Accounts menu from the left navigation panel.
   
    

2. Select the Wholesale Account for which you wish to create an invoice credit. In this example, we’ll use the account named Jov.
   
    
   
   

Step 2: Navigate to the Invoices Tab

1. After selecting the Wholesale Account, click on the Invoices tab.

2. Click the Add Invoice button.
   
   

3. In the context menu, you will see two options for creating an invoice credit:

   • Directly through the Add Invoice Credit option.

   • Through RMA (Return Merchandise Authorization), which is the preferred method.

Step 3: Add Invoice Credit Using RMA

1. Click on Add Invoice Credit with RMA.

   • Note: We assume you have already prepared the invoice to be credited.

2. This action will open the RMA Details section, where you can adjust miscellaneous details.

3. If you are awaiting the customer’s return of the product, select Pending Customer Shipment. Otherwise, if you already have the items on hand, select Already Received.

4. Once completed, press Next in the top right corner.
   
    
   
   

Step 4: Select Items to Credit

1. In this section, select the items to be credited. Items can be:

   • Scanned using a barcode scanner.

   • Manually selected from the list.

   • Uploaded via spreadsheet using the Select From Excel or CSV button.

2. Once all items have been selected, click Next. 

Step 5: Finalize the Invoice Credit

1. In this final section, make any additional edits, including:

   • Adding a description.

   • Specifying where to receive items once they are returned.

   • Changing the Quantity’s count

2. Once satisfied, click Complete to finalize the invoice credit.

3. Since we marked the items as Already Received, the system will automatically create the invoice credit, which will appear in the grid after refreshing.
   
    

Troubleshooting

For any challenges encountered during the invoice credit creation process, please reach out to Flawless POS support for assistance.