Staff Client Help v6.7
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Acquisitions |Crediting Invoices">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Credit a single line item</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAcredit/Credit_a_single_line_item.htm">Open topic with navigation</a>
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<div class="content">
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<h1><a name="XREF_32897_Credit_a_single"></a>Credit a Single Line Item</h1>
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<p>To credit a single paid invoice line item:</p>
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<ol>
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<li value="1">Open the Invoice Line Item workform for the paid invoice line item.</li>
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<p class="NoteShade"><b>Tip: <img src="CreditIconOnToolbar_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /><br /></b>Click the credit icon on the main toolbar.</p>
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<li value="2">Select <b>Tools</b> > <b>Credit</b> from the menu.</li>
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<p>The Invoice Payment/Credit dialog box appears.</p>
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<li value="3">Click <b>Check</b> or <b>Voucher</b> to specify the method of credit.</li>
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<li value="4">If needed, type the supplier’s check or voucher number in the <b>Number</b> box.</li>
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<li value="5">Click <b>OK </b>to credit the line item.</li>
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<p>The message <b>Invoice line was credited successfully</b> appears in the status bar of the Invoice workform, and the following events occur:</p>
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<ul type="disc">
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<li value="1">The status of the line changes from paid or prepaid to credited.</li>
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<li value="2">Unexpend transactions are posted to the funds linked to the invoice line item segments.</li>
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<li value="3">The status of the invoice changes to part paid if there are still paid line items on the invoice.</li>
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<li value="4">The invoice payment history is updated.</li>
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</ul>
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</ol>
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</div>
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</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</table>
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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Acquisitions |Crediting Invoices">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Credit an entire invoice</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAcredit/Credit_an_entire_invoice.htm">Open topic with navigation</a>
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<h1><a name="XREF_82621_Credit_an_entire"></a>Credit an Entire Invoice</h1>
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<p>To credit an entire invoice:</p>
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<ol>
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<li value="1">Open the Invoice workform for the paid or prepaid invoice.</li>
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<li value="2">Select <b>Tools </b>><b> Credit</b> from the menu bar.</li>
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<p>The Check/Voucher dialog box appears.</p>
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<li value="3">Click <b>Check</b> or <b>Voucher</b> to specify the method of payment.</li>
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<li value="4">If necessary, type the supplier’s check or voucher number in the <b>Number</b> box.</li>
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<li value="5">Click<b> OK</b>.</li>
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<p>When the credit process is completed, the message <b>The invoice was credited successfully</b> appears in the status bar.</p>
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</ol>
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</div>
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</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</tbody>
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</table>
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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</tbody>
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</table>
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</body>
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Acquisitions |Crediting Invoices">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Credit an invoice line item segment</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAcredit/Credit_an_invoice_line_item_segment.htm">Open topic with navigation</a>
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<h1><a name="XREF_12174_Credit_a_single"></a>Credit an Invoice Line Item Segment </h1>
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<p> To credit a paid invoice line item segment:</p>
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<ol>
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<li value="1">Open the Invoice Line Item workform for the paid, partpaid or prepaid invoice line item.</li>
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<li value="2">Right-click the segment to credit, and select <b>Credit</b> from the context menu.</li>
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<p>The Segment Payment/Credit dialog box appears.</p>
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<p class="NoteShade"><b>Tip: <img src="CreditIconOnToolbar_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /><br /></b>Click the Credit icon on the toolbar to credit the line item segment.</p>
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<li value="3">Select one of the following options:</li>
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<ul type="disc">
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<li value="1">To credit the total number of copies received, click <b>OK.</b></li>
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<li value="2">To credit less than the total number of copies paid or prepaid, type a number less than the quantity received in the <b>Enter quantity to credit box</b>, and click <b>OK</b>.</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>If you credit less than the quantity received, the invoice line item segment is split, with one segment remaining Paid or Part Paid and the other Credited.</p>
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<p>The Check/Voucher dialog box appears.</p>
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<li value="4">Click <b>Check</b> or <b>Voucher</b> to specify the method of credit.</li>
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<li value="5">If needed, type the supplier’s check or voucher number in the <b>Number</b> box.</li>
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<li value="6">To change the date, type a different date or select a date from the calendar.</li>
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<li value="7">Click <b>OK </b>to submit your settings.</li>
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<p>When credit processing is complete, <b>The invoice line segment was credited (or partially credited) successfully</b> appears in the status bar of the Invoice workform, and the following events occur:</p>
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<ul type="disc">
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<li value="1">The status of the segment changes from paid or prepaid to credited.</li>
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<li value="2">An unexpend transaction is posted to the fund linked to the invoice line item segment.</li>
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<li value="3">The invoice payment history is updated.</li>
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</ul>
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</ol>
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</div>
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</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</tbody>
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</table>
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<table style="width: 100%;">
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<col />
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<tbody>
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||||
<tr>
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||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</tbody>
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</table>
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</body>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Acquisitions |Crediting Invoices">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Credit multiple lines on an invoice</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAcredit/Credit_multiple_lines_on_an_invoice.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_77123_Credit_multiple"></a>Credit Multiple Lines on an Invoice</h1>
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<p><a name="kanchor5387"></a><a name="IX_crediting_multiple_on_an"></a><a name="kanchor5388"></a><a name="IX_crediting_multiple_lines"></a><a name="kanchor5389"></a><a name="IX_multiple_lines"></a>To credit multiple lines on a paid, partially paid or prepaid invoice:</p>
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<ol>
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<li value="1">Open the Invoice workform for the paid, part-paid, or prepaid invoice that contains the line items you want to credit.</li>
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<p class="NoteShade"><b>Tip: </b>
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<img src="PAcredit00290_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />
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<br />Click on the Invoice Line Items icon on the menu bar to see the line items in the invoice.</p>
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<li value="2">Select <b>View</b> > <b>Line Items</b>.</li>
|
||||
<p>The Line Items view of the Invoice workform appears.</p>
|
||||
<li value="3">Select the line items to credit by holding down the<b> CTRL </b>key while selecting the lines.<b> </b>The lines must have a status of paid or prepaid.</li>
|
||||
<p class="NoteShade"><b>Tip: <img src="CreditIconOnToolbar_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /><br /></b>Click after selecting the line items.</p>
|
||||
<li value="4">Right-click the selected lines, and select <b>Credit</b> from the context menu.</li>
|
||||
<p>The Invoice Payment/Credit dialog box appears.</p>
|
||||
<li value="5">Select <b>Check</b> or <b>Voucher</b> to specify the method of credit.</li>
|
||||
<li value="6">If needed, type the check or voucher number in the <b>Number</b> box.</li>
|
||||
<li value="7">Click <b>OK </b>to submit the settings.</li>
|
||||
<p><b>The invoice lines were credited successfully</b> appears in the status bar of the Invoice workform, and the following events occur:</p>
|
||||
<ul type="disc">
|
||||
<li value="1">The statuses of the lines change from paid or prepaid to credited.</li>
|
||||
<li value="2">Unexpend transactions are posted to the funds linked to the invoice line item segments.</li>
|
||||
<li value="3">The invoice payment history is updated.</li>
|
||||
</ul>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+74
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Acquisitions ">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Crediting Invoices</title>
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<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAcredit/Crediting_Invoices.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_19585_Paying_the_Invoice"></a><a name="XREF_34588_Adjusting_Invoices"></a><a name="XREF_37192_Crediting_the"></a>Crediting Invoices</h1>
|
||||
<p><a name="kanchor2423"></a><a name="IX_crediting_2"></a><a name="kanchor2424"></a><a name="IX_invoices_2"></a>After an invoice has been paid or prepaid, it may need to be credited fully or partially because your library has received a refund or credit. You can credit an entire invoice, multiple lines within an invoice, a single line item, or segments within a line item. To post a credit to a fund record that is unlinked to any purchase order line item, you can credit a miscellaneous invoice that has not been paid.</p>
|
||||
<p>When you credit an entire invoice, the status of the invoice changes from paid to credited, the transaction appears in the Payment History view of the Invoice workform, and an unexpend transaction appears in the funds linked to each line item segment and the funds linked to any invoice header charges.</p>
|
||||
<p>You can credit individual line items while leaving the rest of the invoice paid or partially paid. Or, you can credit segments of a line item, leaving the other segments paid. When crediting a single segment of a line, you can credit less than the number ordered and received. This causes a split in the invoice line item segment. One segment remains paid or prepaid, while the other segment is credited.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><a href="Credit_an_entire_invoice.htm#XREF_82621_Credit_an_entire">Credit an entire invoice</a>
|
||||
</li>
|
||||
<li value="2"><a href="Credit_multiple_lines_on_an_invoice.htm#XREF_77123_Credit_multiple">Credit multiple lines on an invoice</a>
|
||||
</li>
|
||||
<li value="3"><a href="Credit_a_single_line_item.htm#XREF_32897_Credit_a_single">Credit a single line item</a>
|
||||
</li>
|
||||
<li value="4"><a href="Credit_an_invoice_line_item_segment.htm#XREF_12174_Credit_a_single">Credit an invoice line item segment</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
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||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
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||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
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</tbody>
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</table>
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</body>
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</html>
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Reference in New Issue
Block a user