Note: To create a credit note, see Credit a Customer Account.
Allocating a credit note to an invoice is a particular example of matching Sales Ledger transactions.
Click menu > Daybooks > Cash Book > Match SL Transactions.
The Match Sales Ledger Transactions Form is displayed.
Select the code for the relevant customer.
Once you’ve entered all the details, click OK to record the allocation.
See more details in Match Sales or Purchase Ledger Transactions in the Cash Book section.