Credit Notes Search

The correct process to reverse a posted invoice affecting stock is by raising and processing a credit note

this process will offset the original invoice.

the below demonstrates the manual capturing of this process

Video trainingTraining manualManual 2016 - Click Here

---

Functions menuDrop Down

Credit Note Menu group> Extras Button

 

Reminder	whichAllows allows the useryou to create a reminder for a particular credit note.note
Import credit Note	whichAllows takes the useryou to theimport credit note import screen, this allows the user to select a saved csv file to be imported
Import from Invoice	Which allows the user to bringnotes into the credit note the actual invoice being reversed.system

---

Import credit note

Click on the Select File…File button,button. thisThis will open a window to allowallowing you to navigate to the location of the file to be imported.

Click on the Upload button to upload the file onto the serverHuge ERP system, where the actual import will take place.

Once the Uploadupload has been successfullysuccessfully, completed click on the Import button to launchinitiate the actual import.import process.

A Credit Note Import Report will openopen, indicating any errors that may have occurred during the import or displaying a success message if there were no errors.

If there were any errors during the import.

If there were error duringimport, the importentire theprocess wholewill import isbe rolled backback, i.e.meaning no Credit Notes arewill be imported.

Please Note: The file to be imported must be in CSV format.