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How to Process a Free Credit

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Warning- This is only to be used if you're crediting an order that was created pre-unleashed (an order not in Unleashed)

Summary: 

To create or process a Free Credit to a Customer from a Sales Order.

Steps

1. Navigate to Sales>Credits>Add Credit

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2. Click Free Entry

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3. Enter your Customer Code, Some of the fields will be automatically filled-in

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4. Enter your Product and

  • Quantity and Price: Specify the Quantity and edit the Price if required.
  • Reason: Select a reason from the drop-down list.
  • Return: Select the checkbox if you want to return stock to be available for sale.
  • Comments: Add any related reference details.

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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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