How to Credit a Workshop Job

Crediting a workshop job may be necessary if an invoice was issued incorrectly or if adjustments are required. Follow the steps below to process a credit:

Step 1: Access the Workshop Job

1. Navigate to Workshop > Service Reception in your system.
2. Use the search function to locate the relevant job by entering job details such as:
   • Job Number
   • Customer Name
   • Vehicle Registration
3. Select the job from the search results.

Step 2: Process the Credit Invoice

1. Once the correct job is open, select Credit Invoice from the available options.
2. If prompted, review the job details to ensure the correct invoice is being credited.

Step 3: Enter an Authority Code (If Required)

• If the job has already been released, the system may request an authority code to proceed with the credit.
• Enter the required code or request authorisation from a manager if necessary.

Step 4: Confirm and Finalise

1. Review the credit details before submitting.
2. Confirm the action and ensure the credit is processed successfully.
3. If applicable, notify the customer of the adjustment.