Creating a Credit Note

Creating a Credit Note

Overview

This article explains how to create a credit note in the system for three common scenarios:

  • Crediting an entire invoice
  • Scrapping parts
  • Remaking parts

Credit an Entire Invoice

Use this process when the whole invoice needs to be credited.

Steps

  1. Open the Delivery / Invoice screen.
  2. Search for the relevant Delivery Note or Invoice.
  3. Click Edit.
  4. In the Type field (top-right corner), change the value to Credit from Invoice.
  5. Click Save.
  6. Go to Reports and select Print Invoice.
  7. Select Preview if you would like to review the credit note before printing.

Scrap Parts

Use this process when only certain parts need to be credited and will not be remade.

Steps

  1. Open the Delivery / Invoice screen.
  2. Create a New Delivery Note.
  3. Enter the quantity to be credited and the price per item.
  4. Do not enter a Job Number.
  5. Save the delivery note.
  6. Print the invoice to generate the credit note.

Remake Parts

Use this process when parts are being credited and subsequently remade.

Steps

  1. Open the Delivery / Invoice screen.
  2. Create a New Delivery Note.
  3. Enter the relevant Job Number.
  4. Enter the quantity to be credited as a negative value.
  5. Save the delivery note.
  6. Open Job Processing.
  7. Locate the corresponding job.
  8. Increase the Job Quantity by the number of parts being credited and remade.

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