Crediting Unredeemed Pre-Need Items

In our below example, an invoice has been created.

However, the pre-need items are visible and not redeemed.

Raise a credit note in the same way as outlined in the Creating a Credit Note section.

There is no need to tick the pre-need tick box on the credit note entry.

As the source document invoice is being credited, this will be picked up as a credit note of pre-need item /s.

From your credit note sales order, select the Create Credit Note button on the right.

The credit note is created and offsets the original invoice.

Check on the Location record

Pre-need items will display as redeemed against the Location and the Person record.

Note the redeem document is the Credit note.

We suggest a note is placed on the location and person record, indicating credit note has been applied and pre-need is no longer applicable.