The article outlines the steps to create a credit note/return authorization whether by invoice, customer, or sub-customer.

 

FOLLOW STEPS BELOW:

 

1. Select 'New'

2. Select 'Credit Note'

3. Choose either of the following:

  •     If creating credit note for a specific invoice, select 'Invoice', search for, and select desired invoice 
  •     If creating credit note for a customer, select 'Customer', search for, and selected desired customer
  •     If creating credit note for a sub-customer, select 'Sub Customer', search for, and select desired sub-customer 

4. Search for items to add to credit note, select and then select 'Add Selected'. Or select 'Add All' to add all available creditable items to credit note.

5. Select each credit note item, click 'Units', select warehouse to return items to, then enter how many units to credit for each size. Credit units can be either good or reject.


Note: If warehouse has multiple locations, select the three dots and add the applicable locations. Enter in units for each location. Reject units must also be entered under relevant reject reason. If all items to be received to same location, select 'Set Location' to set location for all. Select 'Auto Set Units' to credit all units as good units. 

 

6. Enter comment (required field) and reference.

7. Change Terms and/or Tax Type if needed. 

8. Once complete, click 'Approve' to complete the Credit Note process.

 

NB. For a quick tutorial watch below