How to credit a trip after it has been invoiced

After a trip has been invoiced it cannot be removed, edited or adjusted.  A new trip must be created as a credit.

This is done by cloning the original trip and them entering minus (-) signs before value fields and creating a negative trip.  This negative trip will be included as part of the next invoice run.

After creating the credit trip, a new trip must be created for the correct amount.  In both the credit and the new trip enter the original trip ID and the original invoice number and the reason for the credit in the delivery instructions for future reference.

Creating a credit trip.

Locate the trip using the Search Trips screen.

Double click on the trip to open it in the New Trip Screen.

Make a note of all charges, pieces and weights.

Make a note of the Totals so they can be compared to the cloned trip.

Click the "Clone Trip" button. Located near the "Update" button. If not visible contact support to set the visible flag.

Click “Yes”

This dialogue will be displayed

Click “No”

If a dialogue displays “on invoice xxxx and it’s charges can’t be modified”, click “OK”.

This dialogue will be displayed

Click “Yes”

Enter a minus sign (-) before the Pieces, Weight, Pallets and all the Charges that have a value. Do not enter a minus (-) sign before the GST or Fuel Surcharges.

Click the “Calculate” button.  Compare the totals to those of the original trip.

If they compare, click “Update Trip”. If they don’t compare it will most likely be because their rates have been changed.

Then create a new trip for the correct amount.  Both the credit trip and the correct trip will appear on the next invoice for that customer.