Full disclosure, I don’t know much about accounting. As I tell them “I can build the aircraft I just don’t know how to fly it”.
Several months ago we were pre-paid by a customer and it was received(?) as Unapplied Cash. Last month a deposit invoice was created for the customer’s order and posted. This week accounting has decided to apply the unapplied cash to the customer’s order so they created a credit memo and applied the cash to the customer’s invoice. This was all done following Epicor’s knowledgebase article and seems to work correctly. The invoice shows the original amount, the applied credit and the remaining amount. Screenshot:
However when we print the invoice for the customer it only shows the original amount and doesn’t show any applied credit.
Screenshot:
My question is how do we get the invoice, that we want to send to the customer, to display the credit and the new, net amount?
I hope I’ve explained this well enough.