User Training‎ > ‎Accounts‎ > ‎Invoice Module‎ > ‎

Credit Notes

When goods are returned a Credit Note needs to be created. Go to the Invoice module and find the invoice used when the returned goods was sold.

To create a credit note, select the invoice using the plus column and then click the plus icon to create a new credit note.

This will open a list of all items on the chosen invoice. Select the item that is to be returned and click create credit note in the drop down.

A new Credit Note will open, which is a negative invoice for the returned item.  Credit Note status will default to WIP.

Check that the line item details are correct.

Then go back to the General Tab and set the status to Invoiced.

The credit note can now be processed through inwards goods to return the items to stock.  Please see Returned Goods & Credit Notes page for further details.