Add Credit Note
Quote Detail
To create a new credit note or search for an existing one go to
Debtors Module> Activity> Credit Note
The credit note screen will open
To search for existing credit notes, select your search criteria and click search
Search criteria can be customer/ debtor name credit note description or reference, etc
Select a date range
Then click search
To create a new Credit Note, Click the Add Button as shown below
After clicking Add,
This new credit note screen will display
Add information below so that the greyed-out buttons can appear:
- Select the customer/ debtor from the drop-down menu to create a credit note
- Select the sales rep on the drop-down selection, if applicable
- Update dates if necessary
- Add description and reference
- Add order number, if applicable
- Select the credit note reason from the drop down
Then, once you are done adding all relevant information click Save and all the greyed-out buttons will be opened as shown below:
Line Items
You can only add line items after adding all the necessary information needed on the credit note details tab and all greyed buttons have been greyed out
To add line items click on the middle Add Button shown below
After clicking the middle add button the screen below will appear
Select the item you wish to credit on the drop-down selection
You can also search for the item by using part of the code or the name of the item you wish to credit the customer on
You can change the description to match what you want to see on the credit note or leave it as it is
Enter the quantity you are crediting the customer/ debtor on
Make sure pricing is correct
Select a relevant warehouse if you have multiple warehouses
Select the correct VAT Type
Click Save & Close if capturing numerous line items
Click Save & Close if capturing a single line item
Once done
All line items will appear on the grid below:
You can then process the credit note and send it to a customer/ debtor
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Note
Commission Notes
