Follow the below steps to record batch credit notes.
1. Navigate to Sales -> Credit Notes.
2. Click ‘…’ and choose Batch Credit Notes.
3. Click +Add Credit Notes.
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Simple Field
Extended Field
Customer | Select Customer, choose to create a new customer or existing customer. |
No | Key in a Credit Note No. or the system will autogenerate it. |
Date | Select a Credit Note Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Credit Note Amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Reference No. | Key in Reference no if any. *(Optional) |
Tags | Select a tag if any. *(Optional) |
Title | Key in the title of a Credit Note if any. *(Optional) |
Description | Key in the description of a Credit Note if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item to quotation button. |
Quantity | Enter the Credit Note quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) |
5. Click on Save and you're done.
Import Batch Credit Notes.
1. Click on Import File.
2. Click and download the Template File.
Simple is a less field template file.
Extended added reference no, tags, titles, description, products, quantity, unit price, and discount.
3. Fill in the details in the excel folder you have downloaded.
Simple:
Extended:
4. Next, go back to the system and click on Click to Upload.
5. Review the transaction.
6. Click Save and you’re done