Guide - Credit Notes

Credit Notes

In this guide, we go through the process of Generating a Credit Note

To raise a Credit Note you must first have Generated an Invoice

1. Company Email Settings
2. Customer Email Settings
3. Example of Credit Note
4. Credit Notes Screen
5. Crediting a linked full Invoice Total
6. Crediting a linked, partial Invoice 
7. Crediting an Unlinked Credit Note
8. Exporting Credit Notes to Accounts

Company Email Settings

Head to Admin / My Company
And setup your company email details.

N.B. Your Credit Notes will fail to send without the From Address, Subject and Body setup

Customer Emails Settings

Credit Notes emailed to customers run off the same settings as Invoices

Please see the following link
Customer Email Settings

Example of Credit Note

Credit Notes Screen

To raise a Credit Note you must first have Generated an Invoice

Head to Orders/Credit Notes where you will see the below screen which defaults to the  Number search option.

Crediting a linked full Invoice Total

Your email recipients should already be setup

                    
         

Crediting a linked, partial Invoice 

You can also credit part of an invoice, say if some of the invoiced goods were missing.

Hit the Edit button which will popup the next screen:

N.B. For Xero and Sage Miscellaneous Credits, please see the following
'Customer' was not able to be exported to Sage/Xero, because it contains a miscellaneous credit value

You can then generate and output the Edited Credit Note

Crediting an Unlinked Credit Note

You can create a Credit Note without linking to a specific invoice by selecting Add Unlinked Credit Note, selecting the date, customer and adding products or a miscellaneous item.

You will have a blank Credit Note for which you will need to Select a Customer to link it to

Follow the steps shown in Crediting a linked, partial Invoice to finalise the Unlinked Credit Note

Exporting Credit Notes to Accounts

Once you have successfully generated your Credit Notes, you are now able to export them to your accounts package.

You can find your accounts package instructions by viewing our Guide on Transferring to Accounts