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How do I Manage Sales Credit Notes ?
How do I Manage Sales Credit Notes ?
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Written by Joseph Godwin
Updated over a week ago

A sales credit note is a credit note that you’re issuing to a customer. You can create as many as you want in the system and can also add a credit note to an invoice as well as allocate a credit note. Learn also how to add a Credit Note to an Invoice and how to allocate a Credit Note.

How do I Create a Sales Credit Note ?

  • Select Sales from the side bar menu and then Invoices from the drop down menu.

  • In the All Invoices tab click on Add New and then select Add Credit Note.

  • Learn how to complete the information of the credit note here.

  • Click on Save and Approve. You’ll be redirected to the All Invoices tab where you can view the new credit note.

How do I View and Edit Sales Credit Notes ?

  • In the All Invoices tab select the credit note you want to view.

  • Click on Edit in the Credit Note Overview page.

  • Make the changes needed and click on Save and Approve.

How do I Allocate a Credit Note ?

  • On your All Invoices tab, select the credit note you wish to allocate.

  • Click on the button with three dots and then select Allocate Credit Note from the drop-down menu.

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

  • When finished select Save.

How do I Archive a Sales Credit Note ?

  • On your All Invoices tab, select the credit note you wish to archive.

  • Click on the button with three dots and select Archive.

  • You will now find your credit note in the Archived tab which you can restore or delete it from the system.

How do I Delete a Sales Credit Note ?

  • On your All Invoices tab, select the invoice you wish to delete.

  • Click on the button with three dots and then select Delete from the drop-down menu.

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  • The credit note has not yet been archived.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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