Prima Edge Inc

Go to ‘Invoicing’ and ‘Sales Credits’ 

Type in the customer name and account code into the ‘Customer’ search boxes and click ‘Search’ 

Select the company you wish to make a credit for. Click on either the ‘New’ button or ‘New Record’ and ‘Sales Credit’ A pop-up box will appear. 

Enter the credit reference and click ‘Create’ Once in the credit, click the ‘Lines’ tab and click on the box that says ‘Click Here to Create New Record’ 

Enter the description, quantity, unit price, department and nominal.
Note- The description box is in yellow which means it is a mandatory field and you must enter something before you can save.

Click outside of the red box or click the ‘Save’ button 

Click onto the ‘General Details’ tab 

Enter the ‘Sales Person’, which will be the Sales person the invoice was set against, the ‘Actual Cost’ and ‘Landed Cost’ 

Click outside of the red box or click the ‘Save’ button Go back to the ‘Header’ tab Change the status of the credit from ‘Outstanding’ to ‘Complete’ and click ‘Apply’ A popup box will appear with the date. Enter the date for the month you want the credit to be posted to Sage.