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 the drop down menu of Sales from the side bar menu. Select Invoices.

  2. In the All Invoices tab click on Add New. Then select Add Credit Note.

3. Complete the contact and credit note details:

You can add files to the credit note:

  • Select Attach Files to add one of the files you have already uploaded to the system.

  • Select Upload to upload files from your browser.

Enter more details about the credit note:

To add an extra item, select Add Item.
To delete an item, click on the button at the end of the item you’d like to delete.

4. Select Save and Approve. You’ll be redirected to the All 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. On your All Invoices tab, select the document number of the invoice you wish to allocate a credit note.

  2. Click on the button with three dots.

  3. Select Allocate Credit Note from the drop-down menu.

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. When finished select Save.

3. Delete Sales Credit Note

To delete a sales credit note:

  1. On your All Invoices tab, select the document number of the invoice you wish to delete.

  2. Click on the button with three dots.

  3. 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  • The credit note has not yet been archived.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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