Use these steps to create a new credit order that includes important customer details and order lines.
To create a credit order:
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Under the Credit Orders menu section, go to
Credit Orders.
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Click
+ New Credit Order.
The New Credit Order wizard displays.
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Select a customer name or number.
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Select a company name or number.
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Select a job if you want to link a credit order to a job.
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Select a task if the credit order is assigned to a job.
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Select the
Credit in Job Cost checkbox credit the order in Job Cost.
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Click
Create.
Maconomy automatically navigates to the credit order you just created, and saves your changes.
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To add a credit order line, click
+ Add Credit Order Line.
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Fill out the fields as needed.
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Click
Save or press ENTER.