Print credit notes (sales returns)
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.
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The credit notes are sent to the printer, spooler or to the screen as a preview, depending on your output mode.
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A credit note number is applied to the credit note.
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Credit note history entries are added for each order line included in the credit note.
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The return delivery history is updated to indicate that the credit note has been produced.
Note: The return delivery history is only updated for items which require you to confirm delivery. You always confirm delivery of stock and miscellaneous items, but you can choose whether to record despatch of free text items and service or labour items. You set this in the SOP Settings Document Printing tab.
What do you want to do?
Print credit notes for sales returns
View or edit exchange rates on credit notes
Other tasks
Reprint credit notes for sales returns
Cancel sales invoices and credit notes
Produce a VAT only invoice or credit note
Reference
Processing options (SOP settings / Invoice and order settings)