Processing customer credit notes

How to process customer credit notes in Sage Accounting.

 

1. Go to Customers then Transactions.
2. Click Customer Tax Invoice and select Actions.
3. Click Create Credit Note.
   • The invoice number will show in From Invoice drop-down 
4. Remove the lines you don't need to credit or edit the quantity accordingly.
5. Change the date and click Save.

Or

1. Go to Customers then Transactions.
2. Click Customer Credit Notes then Add Credit Note.
3. Select the customer and the invoice to credit in the From Invoice drop-down.
   • The invoice lines will populate 
4. Remove the lines you don't need to credit or edit the quantity accordingly.
5. Change the date and click Save.