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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.

Prerequisites


Entering Line Items
Working with Transactional Documents
Working with Items

How to create a new Customer Credit Note

See Creating new Transactions and Entering Line Items for the basic information.

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
Printing Documents
Working with Emails
Transaction Audit Trail
Working with Sales Opportunities
Working with Jobs
Working with Memos
Working with Classifications