Produce Sales Credit Note
Purpose:
The creation of Sales Credit Notes.
Processing:
Go to Customer > Produce Credit Note.
Opens the Select Customer form – see Edit Customer to view form.
Select the customer from the dropdown box or the cloud link list.
The Sales Credit Note form appears –
Sales Credit Note Header Page
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This form is completed in the same way as quotes – just date and references to be entered – see Produce Quote and Datepicker.
Sales Credit Note Details Page
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This form is completed in the same way as quotes –
Processing:
1. Select stock item by clicking on the binoculars symbol which will then populate the Description/Analysis box OR
2. Enter details in the Description/Analysis box. Important Note: You can enter as much text as you wish in this box even after the stock description selected – this text will automatically wrap round on the credit note. To create spaces between paragraphs simply start a new line, add text into the box but don’t add any thing else. see Produce Sales Invoice.
3. Enter Quantity and Unit Cost – or overwrite or accept stock/service price.
4. Click on Add Line to add details to the grid – above, one has been added and one is available to be added.
5. To edit a line click on that line’s [Edit] caption – the line will display editing line and put the details in the top section – edit the top section and click on Save.
6. To delete a line click on the [Delete] caption – you will be asked to verify before the line is deleted.
Click on the Additional Text tab to add notes or further details to the Credit Note – add notes and a narrative. This Additional Notes information appears in the footer of the credit note.
Additional Text Page
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Preview Button – Gives a preview of the credit note for you to check before saving.
Suspend Button – Allows you to save and come back to later – go to Customer Overview > Invoices and Credit Notes and Select the Credit Note then click Resume editing to continue.
Save Button – Saves the credit note so that further information can be added later – can only be used once. The credit note can be found in the Pending section.
Submit Button – Saves to the Credit Note records and updates the customer’s account.
When complete, the final document is available to send by email or print as a .pdf – this can be attached to an email or sent in post
On the final page there are Select activity options for further action. These can be done immediately or later.
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VAT only credit notes can also be produced – see Produce Invoice to see how to.
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