Credit Note
Alice Koh
Last Update 8 mesi fa
What is Credit Note?
A credit note is a document issued by a seller to a buyer that reduces the amount the buyer owes or refunds money for returned goods, overpayments, or other adjustments. It's essentially a way to correct a previous invoice or transaction.
New Credit Note
New Credit Note in CN
2. Enter the credit note details and select the invoice number. E.g. General Info, Customer Info and etc. Info with asterisks (*) must be filled in.
Note: In Customer Info, you may go to Data and select New Customer (Customer Maintenance) in order to add a new customer or select existing customer. Otherwise, you can just click on the Add button.
CN Details
3. Click on Item Details in order to check on the return items. Items will be listed by following the invoice.
Item Details in CN
4. Click on Save if the details have been filled in completely.
Save Item Details
5. Click OK on the confirmation.
Confirmation
6. Record saved.
Record is Saved
Credit Note List
Credit Note List in CN
2. User may click on View to check or edit the credit note. Also, user can choose the credit note date range to view the credit note.
View on CN
Note: User can click on New button to create a new credit note. Otherwise, user has to go to Sales and select New Credit Note (Credit Note).
3. There are involved 4 buttons as Print, New, Delete and Edit when you click on View. (You may refer back to Invoice List)
4. Credit Note Template.
