Charges, Credits, Redlining (Short Pay)

Charges

If extra fees have been charged (e.g. Delivery Fees, Keg Deposits, Broken Case charges, etc…), click the "Add Charge" button under the add menu at the bottom of the invoice.  A pop up window will appear allowing you to search for any existing charges you can use for your invoices in the name field.  If you have Books, these will be found in that platform.  If not, you should have the ability to create charges under either Foodager, Bevager or House in the invoices menu.  Additionally, certain account setups may have the ability to add manual charges outside of those created elsewhere. 

Credits

If you’re applying a credit to the invoice, click the "Add Credit" button under the add menu at the bottom of the invoice.  The same steps would apply for Credits as they would for Charges as you would be searching for existing credits either created in Books or the platform of the invoice under the invoice menu.

If you need assistance creating Charges or Credits feel free to use the following articles for assistance.

Credits, Charges & Taxes

Credits, Charges & Taxes without Books

Redlining

If you have a difference between what was received on your invoice compared to what was listed on the paper invoice (so charged for items that weren’t delivered) - Click the red pencil icon at the far right of the line to redline the invoice. If you were not billed incorrectly, edit the line item in blue instead.

This is helpful for situations in which the vendor didn't have the line item available, had less of it than what was listed on the invoice, the quantity was damaged on transit, etc.  Essentially, any situation where you received less than what was listed on the paper invoice and were still billed for.

After finishing red-lining your items, you will have one of two options when approving the invoice if you have Books.

1. Short Pay
2. Approve & Generate Credit Memo

Choosing "Short Pay" will generate a Bill with the redlined amount of the bottom of the invoice and should only be used when you want to be billed for only what was received.  Choosing "Approve & Generate Credit Memo" will generate a Bill for the full invoiced amount.  This is a better option if you expect to be credited for the missing product at a later date.  This also creates a Credit Memo that can be sent to the Vendor to request a credit invoice for the billed amount that was not received.  Please refer to your store's processes and the laws in your state when deciding whether to Short Pay or to generate a Credit Memo for the difference. For more information on Credit Memos