Accounting Finance:Manual Invoices-Creating and Sending Credit Note Request Forms

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Overview

  • All miscellaneous invoicing is performed by the Finance department
  • An emailed Invoice/Credit Note Request Form must be forwarded to either the Accounts Payable email for Supplier request forms or the Accounts Receivable email for Customer request forms to initiate the request for an invoice or credit note

Creating and Sending a Credit Note Request Form

1. Retrieve the Invoice/Credit Note Request Form from FormsGeneral/Invoice-Credit Request Form/Invoice-Credit Note Request Form-V.5-033115

InvRequestForm1.PNG

2. Select Invoice or Credit from the Type drop down menu
3. Enter Date (today's date)
4. Enter Name (of customer or vendor)
5. Enter Telephone No.
6. Enter Billed to Address and Shipped to Address
7. Enter contact name in the Attention field
8. Enter email of the contact in the Email Address field
9. Enter Instructions
10. Enter Text (additional line text)
11. Enter Amount, Taxes, and Total
12. Enter Reference No. (not required), Item No., Payment Terms
13. Select Payment Method
14. Enter your name in the Name of Requestor field
15. Click Email Supplier Request Form OR Email Customer Request Form depending on whether or not the form is for a Supplier or Customer

InvRequestForm2.PNG

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