How Do I Credit a Vehicle Sales Invoice?

Occasionally, it may be necessary to credit a vehicle sales invoice in Navigator. This could be due to an error in the original invoice, a cancelled deal, or the need to reverse a transaction for accounting purposes.

Navigator allows this process to be carried out directly through the vehicle’s stock record, ensuring that both the financial and vehicle statuses are updated appropriately.

Step-by-Step Instructions

Step 1: Access the Stock Record

1. Navigate to Vehicles in the main menu.

2. Select Vehicle Administrator Toolkit.

3. Search for and open the relevant vehicle stock record.

Step 2: Credit the Invoice

1. Within the stock record, go to the Sales tab.

2. Click the Credit Invoice button.

3. A prompt will appear asking for the credit date.

   • Ensure the date entered is correct, especially if crediting in a closed accounting period or backdating for VAT alignment.

4. Press Credit to complete the process.

Once confirmed, the invoice will be reversed, and the vehicle will return to an available or adoptable state, depending on the dealership’s workflow settings.