How to access from the navigation bar: Sales →  Customer credits

The Customer credits tool allows the you to track the credits assigned to customers with the purpose of using these to purchase services, items or jobs in the future. The available credits can be applied to the invoices of the customer either directly from the Customer credits menu or alternatively under the Invoices menu.

Viewing credit memos

After opening the Customer credits menu, the Customer credits panel will pop up.

Customer credits

The customers’ drop-down list offers an easy way to search for a particular customer’s credit infos. The search can be performed instantly by selecting a customer. You might type in only a few characters to perform the search as customers will be shown even if the content of the search bar partially matches their name. It is important to note that PIRO Fusion searches not just at the beginning but also within the customer’s name.

By selecting any customer on the Customer credits section, a grid appears which displays information related to the credit memos of the customer in a hierarchical structure:

• On the first level of the hierarchy the grid displays the credit memos created for the customer and also the invoice payments made using the available credit memos. The list is ordered descending according to the date of creation of the credit memos and invoice payments respectively.
• The second level of the hierarchy can be expanded by clicking on the sign in the first column of the grid and it displays detailed information of the item(s) included by a particular credit memo.

The columns shown on the first hierarchical level of the grid display the following information related to the credit memos and invoice payments made from credits:

Columns of the Customer credits form

1. Credit memo nr.: It displays the number of the credit memo (specified on the Customer credit details form).
2. Type: It indicates whether the entity displayed is a credit memo (Credit memo type) or a payment made using the credit memo(s) created for the customer (Invoice payment type).
3. CM Date: Displays either the date when the credit memo was created (in the case of Credit memo type entities) or the date when it was applied to particular invoice (in the case of Invoice payment type entities).
4. PO#: It displays the purchase order number.
5. WO#: It displays the work order number.
6. Price: Displays the total value (price) of a particular credit memo.
7. Balance: Displays the actual balance of credits of the customer at the time of creation of a particular credit memo or invoice payment made from credit.
8. Available: Displays the value that is currently available for making payments (as it hasn’t been applied yet to any invoice) on a particular credit memo.
9. Refunded: It shows whether the value of the credit memo was refunded to the customer. In the case of the refunded credit memos the value of the credit memo won’t be calculated into the credit balance of the customer.
10. Description: It displays the description added to the credit memo on the Customer credit details form.
11. Invoice: It displays the invoice number to which a particular credit memo was applied in the case of Invoice payment type entities.
12. Created by: It shows the user that created the credit memo.
13. Sales rep.: It displays the sales rep assigned to the credit memo.

By expanding the second hierarchical level, the following information will be displayed related to the items of a particular credit memo:

Columns of the Customer credits form – second hierarchical level

1. Item type: Displays the name of the item types included by the credit memo.
2. Quantity: It displays the quantity of a particular item added to the credit memo.
3. Price: It displays the price of a particular item type included by the credit memo (as it was defined on the Credit memo item form).
4. Total: It displays the total value of a particular item type (quantity*price) included by the credit memo.
5. Invoice: It displays the number of the invoice that includes a particular item of the credit memo.
6. Job order: It shows the job order that includes a particular item of the credit memo.
7. Description: It displays the description added to the credit memo item (on the Credit memo items form).
8. Returned to inventory: This check-box is selected if a particular item type included by the credit memo was added back to inventory.
9. Image: It displays the image uploaded to the credit memo item (on the Credit memo items form).

The columns on any of the hierarchical levels can be shown/hidden by clicking the arrow icon in columns’ header-row. Columns that are considered unnecessary to be displayed can be deselected in the Level1 section for the first hierarchical level and in the Level2 section for the second hierarchical level and will be removed from the grid. These settings will be kept at the next logins unless the user makes a new column customization. The width and order of the columns is also customizable on both hierarchical levels. You can simply drag a column by clicking on it and then drop it where you want it to be displayed. The width can also be easily controlled by clicking on the left or right edge of the column’s header-row and moving it till the desired width is reached. In the bottom-left corner of the form you can specify how many credit memos you want to be shown on one page. If the credit memos are listed on more than one page, you can use the pager to browse among these.