Create Credit Note

Modified on Thu, 17 Sep, 2020 at 1:18 PM

What is a Credit Note?

A credit note is a letter sent by the supplier to the customer notifying the customer that he or she has been credited a certain amount due to an error in the original invoice or other reasons.

A credit note is also known as a credit memo, which is short for "credit memorandum." This is a commercial document that the supplier produces for the customer to notify the customer that credit is being applied to the customer for various reasons.

On the credit note, the supplier will list the products, quantities and product or service prices that were agreed-upon by both parties. It will normally reference the original invoice and state the reason for the credit note. The credit can be provided to the customer as money, or (as usual) it can be applied to future purchases.

When do you use it?

  • the customer returned the goods or rejected the services for any number of reasons.

  • the goods were damaged in some way, usually during transit.

  • there was a mistake in the price on the original invoice.

  • the customer overpaid the original invoice.

1. Go to Sales Menu > Credit Note.

2. Click Add New+.

3. Fill in Customer Info and Select Reason.

**P/S: Now, you could fill in more email address in the 'email' section for sending the email to all at once. 

For example:, (Don't have to space between two email)

[Scenario A] For Discount reason: 

i) Key in reason of discount in Description ( DO NOT KEY IN PRODUCT NAME IN DESCRIPTION )

ii) Key in the amount in Price  

[Scenario B] For Goods Return/Goods Damage reason: 

i) Key in returned product name。

ii) Select the corresponding invoice. 

iii) Key in Quantity. Stock returned will automatic update to your inventory.

iv) Key in unit price. 

 Make sure the total amount is correct, if the amount is included Tax please change it. 

7. Click Save.  

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