{"id":1343,"date":"2017-08-04T14:56:57","date_gmt":"2017-08-04T13:56:57","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=1343"},"modified":"2017-08-04T14:56:57","modified_gmt":"2017-08-04T13:56:57","slug":"how-to-create-an-allocated-credit-note-for-a-customer-invoice","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=1343","title":{"rendered":"How to Create a sales Credit Note"},"content":{"rendered":"

There are two ways to create a credit note, you can create an allocated credit note for a specific Customer Invoice or you can create a manual credit note that can be left unallocated initially and allocated to the required invoice\/adjustment etc. when ready.<\/p>\n

Creating an allocated Credit Note for a Customer Invoice<\/h2>\n
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  1. From the Operations menu, go to Sales Invoicing<\/strong> -> Customer Setup.<\/strong><\/li>\n<\/ol>\n

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    1. Within Customer Setup, select the customer<\/strong> and then Financials Tab<\/strong>. Then click on the account balance box<\/strong> highlighted below with the mouse image beside it to load the customer statement.<\/li>\n<\/ol>\n

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      1. \u00a0Right click on the invoice<\/strong> for which you want to create a credit note for and click ‘Create Credit Note’<\/strong>. This will load the allocated credit note creation program.<\/li>\n<\/ol>\n

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        1. By default it will select all the items<\/strong> in that invoice, if you want to remove items you can untick the boxes<\/strong> to remove them from the credit note. You also have Select All and Clear All buttons<\/strong> to quickly add and remove products from your selection. Click the save button<\/strong> when you have completed your selection.<\/li>\n<\/ol>\n

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          1. A screen will appear \u00a0to enter a reason<\/strong> for the credit note.<\/li>\n<\/ol>\n

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            1. You will need to select a reason<\/strong> for your credit note, for example ‘Damaged Goods’.<\/li>\n<\/ol>\n

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              1. You can then leave a note<\/strong> eg ‘Boxes damp’ and select the green tick.<\/li>\n<\/ol>\n

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                1. The Credit Note Entry Form will appear. From here you can edit the credit note as necessary.<\/li>\n
                2. Select Submit or press F2<\/strong>.<\/li>\n<\/ol>\n

                  \"\"<\/p>\n

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                  1. The following box will show -> select Save or press F2.<\/strong><\/li>\n<\/ol>\n

                    \"\"<\/p>\n

                    Your Credit Note will now be ready to print from the Print Daily Dockets program. You can now processes it through to posting like you would any sales order.\u00a0<\/strong><\/p>\n

                    How to create a manual credit note<\/h2>\n
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                    1. From the Operations menu, go to Sales Invoicing<\/strong> -> Enter credit note.<\/strong><\/li>\n<\/ol>\n

                      \"\"<\/p>\n

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                      1. Select the customer you want to create a credit note<\/strong> for and tab across.<\/li>\n
                      2. When you tab across, the window below will appear, select the reason<\/strong> from the drop down box and add a note.<\/strong><\/li>\n<\/ol>\n

                        \"\"<\/p>\n

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                        1. You can then add in the products you need to return credit for.<\/strong><\/li>\n<\/ol>\n

                          \"\"<\/p>\n

                           <\/p>\n

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                          1. Once you have added all the products select ‘Submit (F2)’,<\/strong> this will then allow you to add any notes you might need<\/strong> to add e.g. Delivery Note.<\/li>\n
                          2. Select ‘Save(F2)’<\/strong> this will save the credit note you have created.<\/li>\n
                          3. The credit note will now be listed on the print daily dockets<\/strong> list under the credits sections<\/strong>. Here you can print the credit note<\/strong> and then process the credit through to posting as you would a normal sales order.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

                            There are two ways to create a credit note, you can create an allocated credit note for a specific Customer Invoice or you can create a manual credit note that can be left unallocated initially and allocated to the required invoice\/adjustment etc. when ready. Creating an allocated Credit Note for a Customer Invoice From the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-1343","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/1343","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1343"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/1343\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1343"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}