Credit Note To Customer

Generate credit notes to customers to be directly matched to an invoice in the customer account. This involves setting the credit note details and adding invoice items including charge type, description and amounts.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Credit Note to Customer.

Guide

1. Click the Create New button.

2. Select the Business Entity from the list and set the Credit Note Date.

3. Search the Customer Account by clicking the Search button.

4. Set the Credit Note details:

• Credit Note type
• Credit Note Description

5. Add the Credit Note Items:

• Click the Add button.
• Set the Credit Note Item:
  
  • Revenue Recognition Rule
  • Invoice Item
  • Reason
  • Amount
  • Once done, click the Update button.Note: GL Account, Description and Tax Code will be automatically be populated when you select the Charge Type. Auto-computation of the Amount and Tax based on the Unit Price inputted.
• Once done, click the Update button.

6. Once done, click the Submit for Approval button.

Related Articles

• Mass Invoice/Credit Note
• Reversal of Credit Note to Customer
• Invoice To Customer