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Creating credit notes based on invoices

Menu paths

  • Invoice ➔ Entries ➔ Invoices (For sales credit notes)
  • Invoice ➔ Entries ➔ Direct invoices (For direct credit notes)
  • Invoice ➔ Reports ➔ Invoice history

Introduction

You can create two types of credit notes or credit invoices, which are sales credit notes and direct credit notes. Sales and direct credit notes are created to rectify processed sales and direct invoices respectively. For example, if goods have been returned because they were damaged and cannot be repaired or replaced, or if the customer received an invoice for an amount that was incorrect, you will need to create a credit note and send to the customer.

A sales credit note is linked to a sales order. By creating a sales credit note based on a sales invoice, the sales credit note can be traced back to the sales order if the sales order number in the sales order is the same as the sales order number filled in the header and lines of the sales credit note.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create sales credit notes based on invoices?

  1. In the Invoice / Entries / Invoices screen, click Credit note. The Enter credit notes screen will be displayed.
  2. In the Options section, leave the option as Based on invoice.
  3. At Invoice debtor and invoice number, select the invoice that the credit note will be based on.
  4. In the Credit note section at Invoice code, type or select the invoice code for the credit note.
  5. Click Create.
  6. Once the credit note is generated, the New invoice section will be enabled for you to create an invoice, if required.

Keep in mind:

  • All fields with the “!” icon are mandatory.
  • If you create a credit note via the Invoice / Reports/ Invoice history screen, the Invoice debtor and Invoice number will be filled with the information of the selected invoice, and the two fields will be disabled.

How do I create direct credit notes based on direct invoices?

  1. In the Invoice / Entries / Direct invoices, click Credit note. The Direct credit note screen will be displayed.
  2. In the Options section, leave the option as Based on invoice.
  3. At Invoice debtor and invoice number, select the invoice that the direct credit note will be based on.
  4. In the Credit note section at Invoice code, type or select the invoice code for the direct credit note.
  5. Click Create.
  6. Once the direct credit note is generated, the New invoice section will be enabled for you to create a direct invoice, if required.

Keep in mind:

  • All fields with the “!” icon are mandatory.
  • If you create a direct credit note via the Invoice / Reports/ Invoice history screen, the Invoice debtor and Invoice number will be filled with the information of the selected direct invoice, and the two fields will be disabled.

Fields

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.281.320
 Assortment:  Date: 26-09-2022
 Release: 390  Attachment:
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