1. Add a Sales Credit Note

A sales credit note is a credit note that you’re issuing to a customer.
To add a sales credit note:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select Add and then select Sales Credit Note.

 3. Complete the contact and credit note details:

You can add files to the credit note:

  • Select Add Saved Files to add one of the files you have already uploaded to the system.
  • Select Upload Files to upload files from an external device.

Enter more details about the credit note: 

To add an extra item, select Add Item.
To delete an item, select x next to the item you’d like to delete.

4. Select Save. You’ll be redirected to the Invoices tab where you can view the new credit note.

2. View and Edit Sales Credit Note

The credit note view page is similar to the invoice view page  with two exceptions:

  • Allocate Credit Note allows you to allocate credit note amounts against any balances due to you from this contact.
  • There is no direct debit or online payment functionality.

2.1 Allocate Credit Note

To allocate a credit note:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Open the credit note you want to allocate by selecting it from the Document No. column.
  3. Select Actions then select Allocate Credit Note.

4. Enter the amount you’d like to allocate in the field next to the relevant invoice(s).

Note that the Total Amount to Allocate must be less or equal to the Available Credit. 

5. Select Save.

3. Delete Sales Credit Note

To delete a sales credit note:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Open the credit note you want to allocate by selecting it from the Document No. column.
  3. Select Actions then select Delete from the drop-down menu.
  4. Confirm your action by selecting the Delete button from the pop-out box.

It’s only possible to delete a sales credit note if:

  • Some or all of the credit note has not yet been allocated to an outstanding invoice.
  • The credit note has not yet been archived.
  • The credit note hasn’t already been included in a submitted VAT Return.
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