Where you need to create a Credit Note for a customer, this can be done via the Financials menu and the Manual Sales invoices\credit notes module
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Click New
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Select the Credit Note radio button
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You can now select the customer the credit note is for followed by the invoice it relates to
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You can then review the Details tab to ensure the Credit Note covers what you need it to
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It is possible to do partial credit notes, these are not directly linked to the invoice.
After opening the form and selecting Credit Note :-
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Select the customer but leave the Credit Note field blank. For accounting audit-ability the partial credit should be referenced to the Original invoice, this can be done in the order ref field or on the Sales Invoice items form.
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From the Details tab the New button will open the Sales Invoice Item form for completion, all the entries are free format except the VAT Rate and Category..
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Once this is done and the record saved.
The Credit Note needs to be processed from the Invoicing Credit Notes icon on the Financials taskbar.
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This opens the view with Credit notes ready to be processed.
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Enter the invoice date and then press Next to show the summary screen then press Finish.
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The process will now create the credit note for you. This will appear in the Sales Credit Note module in the Financials menu.
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To print the credit note, highlight the credit note in question and then press the PDF button on the top bar.