[Wactclc-alma] Refund

[Guidry, Wade]

Debbie,

You can put the invoice back to review, then add an invoice line with a negative amount reflecting the credit. (Be sure to credit the fund from which the original payment came!)

You can then save the invoice, and close it out again.

Any of our acquisitions experts, feel free to chime in.

But the above approach will get it done.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Doepping, Debbie
Sent: Tuesday, May 8, 2018 12:01 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Refund

Hi All,

I've just received my first refund for a book ordered from Amazon and returned.  I'm not sure how to handle it.  Should I reflect it on the invoice the book was paid on, although I don't see anything in the drop down box that says refund or credit memo, or should I make an invoice and use a negative number?

How do you handle refunds/credit memos?

Debbie


Debra M. Doepping
Shoreline Community College
Ray W Howard Library
Acquisitions & Cataloging
16101 Greenwood Ave N
Shoreline, WA 98133

ddoeppin at shoreline.edu<mailto:ddoeppin at shoreline.edu>
206-546-4775


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