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Working with Customer Credit Notes
The Customer Credit note (aka a Credit Memo) can be used in four ways:
- Allow a Customer to buy goods or services from you for the amount specified on a future date.
- When an Invoice containing an incorrect amount has been sent to the Customer. The Credit Note can be seen as a ‘negative invoice’.
- When a Customer returns goods, you would raise a Credit Note to adjust the accounts and confirm receipt of the goods by sending a Credit Note to the Customer.
- If the Customer is unhappy with products and services, a Credit Note may be issued to deduct an amount from the original invoice.
In all cases you should send a copy of the Credit Note to your Customer.
How to create a new Customer Credit Note
A Customer Credit Note can be created directly from the Customer Document or from a specific Sales Invoice.
To create a Credit Note from a Sales Invoice, see Creating related Documents.
Also Read About
Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Working with Payments from Customers (Money In)
Working with Customer Refunds
Working with Emails
Transaction Audit Trail
Working with Sales Opportunities
Working with Jobs
Working with Memos
Working with Classifications