Let's get to grips with what a Sales Order Credit note is!
A Sales Order Credit Note is issued when you need to credit an amount back to a sales order, typically because the stock is being (or will be) returned due to reasons such as damage, incorrect items being ordered, or other issues with the goods.
Enable these User Rights to get the full functionality:
The Invoices access right in Service Geeni allows users to create and manage customer invoices.
The Access Right has subcategories.
Can Approve Credit Notes Above Spending Limit
Can Consolidate Invoice At Company Level
Credit Note Limit
Module Right: Sales Order Credit.
Essentials!
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Getting There
You can create a Sales Order Credit Note by heading to the Stock menu and choosing Sales Order.
You can click on the Sales Order Invoicing button from the Sales Order menu.
Then click on the Sales Order Credit Note button, which will open an editor window.
Creating a Sales Order Credit Note
Now that you are in the editor, you can issue a Credit Note against a Sales Order.
Click on the ellipses (...) to select the Sales Order you wish to issue a credit note against.
Only Invoiced Sales Orders will be listed (you can't issue a credit against something that has not been invoiced).
Here you can search by selecting the criteria.
Once you have found the sales order you want to use, select it by clicking on it.
This will pull all of the relevant information onto the Sales Credit Note.
Next, you need to add a reason for the note, you can do this by clicking on the ellipses and selecting a Credit Note Reason.
Here, you can choose the reason from the list.
If a suitable reason isn't listed, you can create a new Reason by clicking the Add button.
The Item list will show the items on the Sales Order.
When Enable Partial Delivery and Invoicing is selected on a Sales Order, items can be dispatched and invoiced as they are received from the supplier, rather than waiting for the complete order to arrive.
This may create multiple invoices against the same Sales Order. Each invoice can be credited separately by selecting the invoice that relates to the dispatched items you need to credit.
Make sure you select the correct invoice before creating the Credit Note, as the credit applies to that individual invoice rather than the entire Sales Order.
Here you can change the quantity and price for which the credit note will be issued.
It cannot be greater than the original quantity.
When you are happy with the changes, click on the Update button.
A notification will pop up asking if you want the stock to be returned or not. Click yes or no.
If you select No, the system will assume that the stock will not be returned, and therefore it will be removed.
If you click Yes, the Return Stock Parts window will open.
Select the Item and Quantity of stock to return and click Save.
You have successfully created a Credit Note.
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