Create a Sales Credit Note

Sales credit notes can be opened from the Sales Ledger.

Automatically Creating a Sales Credit Note

Credit notes are automatically created by right clicking a line within a sales order, and clicking Return Line. A new sales credit note is created containing that line.

Manually Creating a Sales Credit Note

1. On the Sales menu, click Ledger.
2. From the sales ledger toolbar, click Add , and from the Select Type window, click SCRN, then OK.

   

3. The credit note itself is populated like other documents, by adding product lines.

   Note: If the line uses Horizon pack, then Pack is displayed in teal.

4. Once you've created the credit note for the required products, it can be allocated against the corresponding entry using the Allocate button.

See Also