[Wactclc-alma] Refund

[George Babcock]

Hi Debbie and Wade,

I have been making separate invoices with negative balances for refunds and
credit memos.  I don't have any compelling argument for doing so.  It just
seems like the easy way out.

George




On Tue, May 8, 2018 at 3:01 PM, Guidry, Wade <WadeG at bigbend.edu> wrote:

> 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
>
> (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
> <https://maps.google.com/?q=16101+Greenwood+Ave+N+%0D%0A+Shoreline,+WA+98133&entry=gmail&source=g>
>
> Shoreline, WA 98133
> <https://maps.google.com/?q=16101+Greenwood+Ave+N+%0D%0A+Shoreline,+WA+98133&entry=gmail&source=g>
>
>
>
> ddoeppin at shoreline.edu
>
> 206-546-4775
>
>
>
>
>



-- 
George Babcock
Library Acquisitions
Edmonds Community College
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1855
george.babcock at email.edcc.edu
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