Credit Creation - Edit - Item / Text

When you first create a credit note, Micronet defaults to item edit mode so you enter item details for the credit note. You can change this to text edit mode so you can enter free text for a credit note. This text also appears on the credit note to the debtor.

Best Practice You should always enter a text line that contains the invoice number of the invoice you are crediting.

To select whether to manage items or text for a credit note:

1. Display the Credit Creation screen.

Refer to "Credit Note Creation - Edit Menu Options"

2. If you want to manage items for the credit note, select EDIT | ITEM.

This option is selected by default – see "Entering Credit Note Lines" for more information.

3. If you want to manage text for the credit note, select EDIT | TEXT.

Now when you choose the Add or Insert buttons on the Credit Creation screen, Micronet displays the Enter Text screen instead of the Enter Credit Line screen. See "Enter Credit Line - Text" for information on this screen.

Technical Tip You toggle between the ITEM and TEXT menu options. When you select one, a tick appears next to it and the other option is toggled off.

4. If you want to:

• add an item / text line, select the Add button.
• insert an item / text line, select the line below where you want the line inserted then select the Insert button
• delete an item / text line, select the line then select the Delete button.
• edit an item / text line, double click on a line or select a line then press Enter.

Technical Tip If you select an item line to edit, Micronet displays the Enter Credit Line screen even when the TEXT option is toggled on, and vice versa.