Alldata pay later vs invoice draft

For information on issuing refunds (instead of credits), see Issuing Refunds.

Search for and retrieve Invoices

1. Click Shop Documents >>Invoice Search.
2. To better filter results, enter as much information as available >> click Search.
3. Invoices will be displayed.
   • Click the green check mark under Open to open the Invoice.

Credit an Invoice

Note: For accounting purposes, it is best to only credit Invoices that have been fully paid.

1. From the Work screen, click Credit.
2. Select the items to be credited back to the customer.
   • Note: Click Select All to select all items on the Invoice.

1. Enter Notes (optional) >> Select a Credit Date and payment Method >> click Credit.
2. The Credit will appear in a pop-up window.
   • Note: When crediting, the Invoice converts back into a Repair Order (if it was previously a Repair Order, rather than an Estimate).