Let's get to grips with what a Sales Order Credit note is.
A Sales Order Credit Note is issued when you need to credit an amount back to a sales order, typically because the stock is being or will be returned due to reasons such as damage, incorrect items being ordered, or other issues with the goods.
Getting There
You can create a Sales Order Credit Note by heading to the Stock menu and choosing Sales Order.
You can click on the Sales Order Invoicing button from the Sales Order menu.
Then click on the Sales Order Credit Note button which will open an editor window.
Creating a Sales Order Credit Note.
Now that you are in the editor, you can issue a Credit Note against a Sales Order.
Click on the ellipses (...) to select the Sales Order you wish to issue a credit note against.
Only Invoiced Sales Orders will be listed (you can't issue a credit against something that has not been invoiced).
Here you can search by selecting the criteria.
Once you have found the sales order you want to use, select it by clicking on it.
This will pull all of the relevant information onto the Sales Credit Note.
Next, you need to add a reason for the note, you can do this by clicking on the ellipses and selecting a Credit Note Reason.
Here, you can choose the reason from the list.
If a suitable reason isn't listed, you can create a new Reason by clicking the Add button.
The Item list will show the items on the Sales Order.
Here you can change the quantity and price that the credit note will be issued for.
It cannot be greater than the original quantity.
When you are happy with the changes, click on the update button.
A notification will pop up asking if you want the stock to be returned or not, click yes or no.
If you select No, the system will assume that the stock will not be returned and therefore it will be removed.
If you click Yes, the Return Stock Parts window will open.
Select the Item and Quantity of stock to return and click Save.
You have successfully created a Credit Note.