A sales credit note is a credit note that you’re issuing to a customer. You can create as many as you want in the system and can also add a credit note to an invoice as well as allocate a credit note. Learn also how to add a Credit Note to an Invoice and how to allocate a Credit Note.
How do I Create a Sales Credit Note ?
Select Sales from the side bar menu and then Invoices from the drop down menu.
In the All Invoices tab click on Add New and then select Add Credit Note.
Learn how to complete the information of the credit note here.
Click on Save and Approve. You’ll be redirected to the All Invoices tab where you can view the new credit note.
How do I View and Edit Sales Credit Notes ?
In the All Invoices tab select the credit note you want to view.
Click on Edit in the Credit Note Overview page.
Make the changes needed and click on Save and Approve.
How do I Allocate a Credit Note ?
On your All Invoices tab, select the credit note you wish to allocate.
Click on the button with three dots and then select Allocate Credit Note from the drop-down menu.
Enter the amount you’d like to allocate in the field next to the relevant invoice(s).
When finished select Save.
How do I Archive a Sales Credit Note ?
On your All Invoices tab, select the credit note you wish to archive.
Click on the button with three dots and select Archive.
You will now find your credit note in the Archived tab which you can restore or delete it from the system.
How do I Delete a Sales Credit Note ?
On your All Invoices tab, select the invoice you wish to delete.
Click on the button with three dots and then select Delete from the drop-down menu.
It’s only possible to delete a sales credit note if:
Some or all of the credit note has not yet been allocated to an outstanding invoice.
The credit note has not yet been archived.
The credit note hasn’t already been included in a submitted VAT Return.