Posting a Credit Memo

1. When you receive a credit memo, open the Purchase Assistant for the corresponding folder.

– At this point, the part should be marked as Returned in Nexsyis, as shown in the example below.

2. Select the line and either right-click and select "Invoice", or select the "Invoice" button at the bottom of the screen. 

3. The Credit Memo Screen will open.

A. Enter the Invoice Number

B. Enter the date on the Credit Memo.

C. Enter the Total Invoice Cost. (Do NOT enter in a negative number, Nexsyis already reads the invoice as a credit)

D. Confirm that the cost on the part you are crediting is correct. (This will typically be correct and you should not have to change anything here)

E. Confirm that you are crediting the correct vendor. 

F. Click the Green Checkmark when you are done.  

4. Click the Save icon at the bottom of the screen once the credit memo is complete.

– If the Save button is greyed out, the credit memo is not balanced. Double-check that all amounts are entered correctly.

5. In the Purchase Assistant, the credit line will now appear dark blue, indicating it has been invoiced (credited).