How to Process a Credit for Customer Damage

EPASS Support

06-Mar-2026

If a product is damaged during delivery, or if a driver causes damage to a customer’s property or premises, follow the process below to issue a credit.

Process

1. Create a Miscellaneous Code

1. Go to:
   Tools > System Maintenance > Tables > Miscellaneous Table
2. Click Add
3. Enter the following details:
   • Code: DC
   • Description: Damage Credit
   • List Price: 0.00 (Set to 0.00 so the user can adjust the amount on the invoice.)
   • Cost: 0.00
   • GL Account: Select appropriate GL account (as required)
   • Enable Tax: Yes
4. Click OK to save.
   
   
   

2. Create the Credit Invoice

1. Create a new invoice using the original invoice number with -R added at the end.
   • Example: S00042457-R
2. Add a Miscellaneous line using code DC.
3. Enter the applicable credit amount.
4. Add detailed comments explaining the reason for the credit.
5. Process the refund to the customer.