Printing credit notes
When you have agreed to the return of goods or a refund for a service that you have provided, you need to print credit note documents to send to the customer. You must keep a record for your own VAT records.
You can print credit notes for a customer provided these have not already been printed and the return is not on hold.
You can:
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Change the exchange rate for foreign currency credit notes.
You must have selected Use exchange rates when printing invoices and credit notes from Sales orders in SOP Settings.
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Choose the credit note layout that you want to use.
This is specified by default in the customer account Documents tab. You can override this when you print the invoices.
You can reprint copies of credit notes. If necessary, you can change the customer's address on the copy credit note.
- A credit note number is applied to the credit note.
- Credit note history entries are added for each order line appearing on a credit note.
- For stock and miscellaneous items, the despatch history is updated to show that the credit note has been printed.
- If you have chosen to despatch text items in the SOP Settings Processing tab, the despatch history for text lines is updated to show that the credit note has been printed.
- If you have chosen to despatch service or labour items in the SOP Settings Processing tab, the despatch history for the service and labour items is updated to show that the credit note has been printed.
What do you want to do?
Print credit notes from sales orders
View or edit exchange rates on credit notes
Other tasks
Reprint credit notes from sales orders
Cancel sales invoices and credit notes
Produce a VAT only invoice or credit note
Reference
Processing options (SOP settings / Invoice and order settings)