Save your credit note

Once you're happy with the details you've entered for your credit note, you can save it, then email or print it.

What happens when I save my credit note?

  • The credit note is created and displayed on your screen.

  • The credit note uses the next number in sequence. For example, if the last credit note you saved was number SCN-101, the next one you save becomes number SCN-102, and so on.

  • The timeline on the credit note is created:
    Image showing the credit note timeline, with Created, Sent and Viewed options. The Created option is green, indicating that the credit note has been created. The remaining options are grey.
    This is updated when you send your credit note, and when your customer views it.

  • The credit note appears in your Sales list.

  • Your ledger accounts are updated. This includes your Aged Debtors account, which shows how much you're owed overall by all of your customers, and the individual ledger accounts you used on the credit note.

  • The customer's activity and balance due are updated. The balance due is reduced by the amount of the credit note.

  • You can print or email the credit note to send it to your customer. For more information about this, see the Send a credit note section below.