How to process a Credit Note
FollowCreate and complete Credit Notes to return sold stock or revenue to your inventory. For more details, see Add a Credit Note and Manage and View Credits.
To create a Credit Note from a specific Invoice, the Invoice must first be in a Complete status. The Credit Note can then be created from one of the following places in Unleashed:
- From the main menu, in Sales, Credits, Add Credit.
- From a Sales Order, via the Action Cog in the Invoices tab.
Create a Credit Note from the Add Credit page
- From the main menu, go to Sales, Credits and select Add Credit.
- Use the Sales Invoice Number field to find and select the completed Invoice.
- If a Credit Note already exists for the Invoice, a pop-up window will appear displaying the existing Credit Notes or the option to select Create New.
- A Parked Credit Note will be created, populated with the Customer's details and all invoiced lines from the selected Invoice.
Create a Credit Note from a Sales Order
- From a Sales Order, go to the Invoices tab.
- In the Invoices tab, hover over the Action Cog to the right of the completed Invoice you want to credit.
- Select Credit.
- If a Credit Note already exists for the Invoice, a pop-up window will appear displaying the existing Credit Notes or the option to select Create New.
- A Parked Credit Note will be created, populated with the customer's details and all invoiced lines as the Credit Lines.
Process and complete a Credit Note
Once the Credit Note has been created, follow the below steps to complete it:
- Open the Parked Credit Note.
- Update the Credit Lines to include only the products, quantities and prices to be credited.
- Use the bin icon to remove any products that will not be credited or returned.
- Edit the Credit Price field if the crediting unit price is less than the invoiced sell price.
- If the Invoiced product has also been shipped, tick the Return checkbox to return the credit quantity to your inventory.
- Select Complete.