From: Ron Lawrence [mailto:ron@pubassist.com]
Sent: Monday, November 14, 2011 12:37 PM
Subject: RE: help

 

Yes.  Deleting the order will also delete any royalty or other liabilities that may be associated with the order.

 

Ron

 

Sent: Monday, November 14, 2011 12:18 PM
To: Ron Lawrence
Subject: RE: help

 

Hi, The first option sounds good to me. That will work for the payment, the royalties and all? Thanks again. Norma

--- ron@pubassist.com wrote:

From: "Ron Lawrence" <ron@pubassist.com>
Subject: RE: help
Date: Mon, 14 Nov 2011 11:34:07 -0500

Hi Norma,

1.      Enter a customer return (on the Sales menu) for the same books that were ordered.  This is very much like entering a customer order.  Use the “Credit” terms for the return.

2.      Then go back to the original customer order, and…

3.      enter a receipt of type “Account Credit” and an amount of zero. 

4.      Use the unapplied funds from the credit to pay for the original order.

 

Hope that helps,

 

Ron

Sent: Monday, November 14, 2011 11:17 AM
To: Ron
Subject: help

 

Ron, I need help before I try to figure it out and make a big mess.

Situation: A woman at a book supply place called and talked in Brooklynese for a confusing time and wanted to order 60 books of different titles. I assumed from her yeses and noes that she wanted paper. I FAXed  the invoice for paper. She Oked and sent the payment which arrived before she got the books. Today she called and is returning the books. I invoiced the same order in the hardcover editions and will send them tomorrow. I gave her credit for the payment on the new invoice. What do I do about the original invouce which will affect the royalties, etc. I don't do returns as a rule, but this is evidently my fault and lack of certain types of English. (Good thing I understand New England. I've lived there more years than anyplace but PA!)
Can you provide the information in a 1. 2. 3. format for feeble minded folk?
Thanks. Norma