After creating a credit note, you have two options: either refund the customer in cash or apply the credit note to an outstanding invoice. To access the credit notes list, go to the Sales menu, select Sales Invoices, and then click on Credit Notes from the top options:
1. Cash Refund:
If the customer wants to return the goods and receive a refund of what they paid, you can do this by clicking the “Refund” icon
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Go to the required credit note.
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Click the “Refund” icon.
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Select the account to pay from (cash or bank).
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Click “Save”.
2. Apply Credit Note to Outstanding Invoice:
If you want to apply the credit note to the customer’s outstanding invoice (one that has not been paid yet), you can do this by:
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Go to the required credit note.
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Click “Apply Credit Note”.
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Select the unpaid invoice to apply the credit note to.
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Specify the amount to apply to the invoice (you can use the credit note across multiple invoices until the full amount is exhausted).
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Click “Save,” and the credit note status will change to “Used”.
Additional Notes:
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The credit note can be used in full or partially as needed.
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Credit and debit notes are reflected in the tax declaration regardless of whether they are used or unused.
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If a refund is made for a credit or debit note, a popup window will appear to create a payment voucher or receipt voucher. After saving, the voucher will appear under Customer Vouchers if it was a credit note, or under Supplier Vouchers if it was a debit note.
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You can delete the voucher by clicking “Delete” next to the voucher, and the status of the invoice and debit or credit note will revert to its previous state.
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You can click “View” next to the voucher if you want to unlink it from a specific invoice or debit or credit note, and then click “Delete” next to the invoice number or debit or credit note to remove the link.
Keywords for inquiry:
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How do I apply a credit note to an outstanding invoice?
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Can I apply a credit note to multiple invoices?
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How do I apply the credit note to a portion of the invoice amount?
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How can I change a credit note to used after applying it to an invoice?
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Can the credit note be used partially or must it be used in full?
