How to create an RA and Credit with Extra charge only
This guide details the process for entering all credit notes, including non-stock credit notes, into Indigo8 so they automatically sync with Xero for our wholesale accounts.
Important Note:
Make sure the Trading Entity used to create the credit is connected to Xero.
This ensures the credit is automatically exported from Indigo8 to Xero.
You can also apply this credit as payment to an invoice.
Step-by-step guide
Click the arrow and select Sales.
In the Sales screen, click the Return button
In the Return screen, you need to add the customer, contacts, and return to fields, also make sure to check the order type STD.
At the bottom of the screen you can see the + Extra button, you can add the non-stock-based ones in the description fields and the amount. Please note that you do not need to add any items into it. You can also add the Price, then Generate the RA using Generate RA button.
To generate the credit you need to click the Credit Note or Invoice tab, and click the Generate Credit Note button.
Once the generation of credit is successful, you will be given a credit invoice number and you can search it to Xero account
Go to the Xero account and search for the credit number generated in the Indigo8 system.
You can see the same extra item description in the Xero and indigo8 system
