You can create two types of credit notes or credit invoices, which are sales credit notes and direct credit notes. Sales and direct credit notes are created to rectify processed sales and direct invoices respectively. For example, if goods have been returned because they were damaged and cannot be repaired or replaced, or if the customer received an invoice for an amount that was incorrect, you will need to create a credit note and send to the customer. A sales credit note is linked to a sales order. By creating a sales credit note based on a sales invoice, the sales credit note can be traced back to the sales order if the sales order number in the sales order is the same as the sales order number filled in the header and lines of the sales credit note.
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind:
Note: The fields in this section are not enabled if you are creating a credit note via Invoice ➔ Reports ➔ Invoice history.
If you select Based on invoice, you are creating a credit note based on an existing invoice that has been processed, with certain information automatically filled out in the credit note.
If you select Manually, the Enter credit notes screen will be displayed and you will need to manually fill in the details of the credit note. For more information, see Creating and maintaining credit notes.
Type or select the ID or name of the customer who will be receiving the credit note.
Select the invoice which the credit note is based on.
Note: The fields in this section are enabled only if you have filled in the information at Invoice debtor and Invoice number.
Type or select an invoice code to link it to the credit note. For direct credit note, the system will automatically use the default invoice code set in the Invoice code: Direct credit note field at System ➔ General ➔ Settings, under Invoice settings.
Note: This is enabled only if the Multiple: Direct invoice code check box at System ➔ General ➔ Settings, under Invoice settings is selected.
This is a number automatically assigned by the system for the credit note created after the Create button is clicked.
Click this if you want to correct only part of the invoice using a credit note. Select the invoice lines you want to include in the credit note and then click Create.
Note: This is enabled only if you have selected an invoice code at Invoice code.
Click this if you want to include all invoice lines in the credit note.
Click this if you want to edit the newly created credit note. Then, click Close to save the changes made to the credit note.
Note: This is enabled only if you have clicked Create.
Note: You can create an invoice from this section. However, it is not necessary to create an invoice after creating a credit note.
Type or select an invoice code to link it to the invoice.
This is a number automatically assigned by the system for the invoice created after the Create button is clicked.
Click this if you want to include only part of the invoice in the new invoice. Select the invoice lines and then click Create.
Click this if you want to include all invoice lines in the new invoice.
Click this if you want to edit the newly created invoice. Then, click Close to save the changes made to the invoice.
Click this to exit.