How do I Create a Credit Note?

Credit note is a document (memo) provided by a business to its customers. It can be provided to the customers through credit purchase, over payment and Product return.

Steps to Create a Credit note

1. Log in and access Credit Notes App from Universal Navigation menu bar.
2. Click on “Create” button to create a new credit note.
   
3. Provide the following information:

Credit Note information

• Note # - This is an auto generated (or) manually entered number to identify credit note.
• Credit Note Type - Type of the credit note.
• Credit Amount - Credit amount.
• Credit Date - Credit date. 
• Customer - Name of the customer.
• Source Type - Type of the source either invoice or sales receipt.
• Select existing payment (If source type selected, it applies)
• Payment date - Date of payment 
• Payment type - Type of payment.
• Payment reference - Reference of payment.
• Currency - Currency by which credit note is created 

Payment source information

• Existing payment - Source of existing payment.
• Payment reference - Reference of source payment. 
• Payment date - Date of source payment.
• Payment type - Type of payment source
  

After providing all details, click on Create button to create a new credit note.