• Credit Notes are done when an Invoice or an item on an Invoice was captured incorrectly. The Invoice will in effect be written back.
  • TAKE NOTE: BEFORE A CREDIT NOTE IS DONE, THE CLAIM MUST FIRST BE REVERSED.
  • How to do a Credit Note:
    • Click on Transactions and select Credit Notes (New Interface)


  • Select the Period in which the transaction should be posted


  • If you are on a month end system you need to do it in the current period, If you are on a none-month end the system will allow you to choose the correct period in which the service was rendered. 
  • Note: That the date should be in the period selected on the previous screen

    • Select F6 and change the date on the calendar.
    • Enter the Debtor number or search for it by clicking on the browse button next to the Debtor Number field
    • Enter a Reference (The reason for the Credit note)
  • Note: That transactions in red have already been paid in full and a credit note should not be written back before a receipt has been written back.
    • Select the Invoice you want to credit by marking the checkbox next to the bold printed line
  • You can also select only the Invoice that you want to Credit by clicking the "Inv No" drop down button
    • Click on INVOICE NO or press F2


    • You can Credit only part of the Invoice or the full amount by changing the Quantity


    • Select Invoice No and Quantity to Credit
    • Select Post to process the transaction


    • Click on YES
    • Credit Note screen will close. Credit Note is now posted.



Last modified: Tuesday, 14 July 2020, 11:42 AM