How to Create a Wholesale Invoice Credit

In this guide we will show how to create a Wholesale Invoice Credit in the Flawless POS system. This process enables businesses to manage credits for returned purchases by wholesale customers, enhancing their account management efficiency.

To start, navigate to the 'Wholesale Accounts' section from the main navigation menu and select a specific wholesale account. Then, go to the 'Invoices' tab and click on the 'Add Invoice' button. The context menu will show two options for creating an invoice credit – directly or through a Return Merchandise Authorization (RMA). For this tutorial, we will proceed via RMA.

Clicking on 'Add Invoice Credit with RMA' will open the RMA Details section. Here you can specify various details of the return. You can select 'Pending Customer Shipment' if you're awaiting items from the customer; we will select 'Already Received Items' for this demo, indicating that the returned items are already in-hand.

Proceed by clicking 'Next' and select the items to be included in the credit. This can be done by scanning, manual selection, or by uploading the details from an Excel or CSV file.

Once you've selected the appropriate items, proceed to the next section where you can make any final adjustments to the invoice credit. This includes adding descriptions and specifying where to receive the items. Once satisfied, click on 'Complete' to finalize the credit.

Afterwards, you'll note that an Invoice credit is automatically created in the system, visible upon refreshing the grid.

For more detailed visual instructions, please refer to our video tutorial which breaks down each step of the process.

Creating a Wholesale Invoice Credit