[Wactclc-alma] Refund
Guidry, Wade
WadeG at bigbend.edu
Wed May 9 08:55:43 PDT 2018
George's method also works, and might be better for "general" refunds you might get that span multiple invoices.
But for an invoice-specific refund, recording the refund on the specific invoice might be the way to go.
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: Wednesday, May 9, 2018 7:00 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Refund
Thanks Wade, that is what I had planned on doing, just wondered if there was a better way.
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Tuesday, May 8, 2018 3:02 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Refund
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<mailto: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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