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How to Process a Credit Note

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Summary

To credit or return a processed Sales Order.

 

Steps

1. Navigate to Sales>Credits>Add Credit

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2. Enter Sales Invoice Numer

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The relevant details will be automatically filled in from the sales order and will be read-only.

 

3. The products added to the Sales Order are displayed. Update the required values for the credit lines: 

    • Delete any lines which are not being credited using the delete icon.
    • Edit the price and/or quantity
    • Select the Return checkbox ONLY if you want the product quantity to be returned to stock
    • DO NOT select the Return checkbox if you are only crediting the price

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4. Add or edit the Comments for your reference

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5. The charge lines display any additional charges added to the Sales Order. These fields are read-only and you can delete the charge lines if you do not want to include them on the Credit Note.

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6. Click Park if you want to make changes later, or click Complete if you're finished.

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Additional Information

Please see the below help files for more information on Credit Notes:

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