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Creating a credit note
Creating a Credit Note
Eg- Customer requesting a credit note for damaged stock.
Creating a credit note
1.Navigate to Sales Module>Orders> Orders
2.Open a sales order that is invoiced.
3. Click on the invoice.
4. Click on Add Credit Note
5. Click on partial refund then click on Reverse payment. You can give a reverse reason.
You can select on Full refund or Full refund and new draft invoice depending on the requirement.
6. Click on edit and change the quantity if its a partial refund.
7. Click on confirm.
Refund Procedure
Below section also details how you can process a refund if the invoice was already paid and the customer asks for it.
1. Click on register payment.
2. Click on Create Payment. You will see that Memo is a reversal.
Note: This payment will be available as a transaction to reconcile when doing the bank reconciliation later.
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