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Customer Credit Note

Customer Credit Note

Create a credit note for a customer without referencing a specific invoice. This is used for ad-hoc credits, returns, or adjustments.

Fields

  • Customer / Branch - Who receives the credit
  • Credit Date - Date of the credit note
  • Items - Select items and quantities being credited
  • Return to Stock - Check if goods are returned to inventory

Process

  1. Select Customer and Branch
  2. Add items to credit with quantities and values
  3. Click Process Credit Note

See Also