Sales

Credit Notes - Partial Credit Note

Ribbon Access:   Sales   >   Credit Notes

  1. The Sales Credit Notes listing screen will be displayed.
  2. Select the Site where the credit note was created.
    • The example has Durban selected.
  3. Change the Status to New.

    A Credit Note can only be edited in the New status.

  4. Click on the row of the credit note you wish to edit.
  5. Click on Edit.

Short cut key: Right click to display the All groups menu list. Click on Edit.

  1. The Edit Customer Credit Note - CN[credit note number] screen will be displayed.

Credit an Item

  1. In the items data grid, click on the row of the item you wish to remove from the credit note.
  2. Click on Delete Item.

Short cut key: Right click to display the Maintenance menu list. Click on Delete Item.

  1. When you receive the Confirm delete line message to confirm;
    • Are you sure you want to remove this line from the credit note?
  2. Click on OK if you are certain about your selection.

  1. The item has been removed from the credit note items data grid.

Credit a Quantity

  1. Click in the Quantity column of the item you wish to change.
  2. Type in or use the directional arrows to edit the quantity of the item being credited.

Save Credit Note

  1. When you have completed all the required information for the Credit Note, click on Save.

You will return to the Sales Credit Notes listing screen.

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