Issue a Credit Note

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In instances where a debtor has made an overpayment, after allocating the amount to an invoice, the remaining amount will be allocated as a credit. To issue a credit note, select the Pay # in the Payments List, then select the Payment Receipt report, click Preview or Print and the Payment Receipt window will pop up for selection of the correct payment (it will populate with the payment selected).

 

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The report produced will show the remaining unallocated amount (credit).

 

How to

Apply a Credit/Prepayment

Clear a Credit from a Debtor

Clear Small Debtor Balances

Create a Debtor Refund

Dealing with Dishonoured Cheques

Enter a Credit

Enter a Credit Payment

 

Enter a Payment

Enter a Prepayment

Enter Debtors Opening Balances

Enter Discounts and Account Fees

Manage Debtor Payments including Commission

Move Unknown Payments to Correct Customer

Reversal Entries

 

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund