Create and manage sales credit notes

If you provide a customer with a credit note because they have returned faulty goods, you can create this from the original invoice. You can also create a stand-alone credit note and link it to any outstanding invoice at a later date. You can choose to print or email the credit note to the customer.

Before you can create the credit note you need to create your customer records. You can also create products and services in order to save time entering credit notes.

You can customize the appearance of your credit notes, add your company logo, and include your terms and conditions.

Sales credit notes for stock items

  • Every time you but or sell a stock item, a stock movement, in or out, is recorded.

  • Each stock movement has a type which records whether stock was added (in) or removed (out).

  • When you save a sales credit note that includes a stock item, we create negative goods out movement.

    The stock movement appears shows as quantity out, but as it is a negative your stock level is increased to show that the item has been returned.

  • If the item has not been returned by the customer has receive a credit, manually adjust your stock level after saving the credit note.