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 Credit Notes 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.

  • Stock levels are updated, if the credit note contains stock items.
    We track your stock by recording stock movements each time a stock item is bought and sold. Whenever you record a sales credit note that includes a stock item, a Negative Goods Out transaction is recorded and we automatically increase your stock levels for this item.

  • 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.

Save a credit note as a draft

If you've entered your credit note details but you're not quite ready to send it and update your accounts, you can save it as a draft. This format doesn't update your accounts, and allows you to come back when you're ready to finalise the details of the credit note.

To create a draft credit note, enter your credit note details as usual. To save it as a draft, instead of saving as a normal credit note, there is a check box you can select before you select Save.

At the bottom left of the New Sales Credit Note screen, look for this option:

Image showing the Save as draft option, with subtext of 'Draft Credit Notes do not update your Accounts'.

Select the Save as draft check box, then select Save. The credit note is saved as a draft and your accounts are not updated. When you're ready to finalise the details, clear the Save as draft check box and select Save to create the credit note and update your accounts.

Related content

Return to Create a sales credit note