The Process Credit Notes screen shares the look and feel and functionality of all the other enquiry screen. For more information on what the look, feel and functionality of an enquiry screen, please refer to the sales transaction enquiry article.
When you create a sales order credit note, the system automatically batches this transaction for you and you can view all your unprocessed credit notes in the Process Credit Notes enquiry and processing screen.
The Totals for gross and outstanding net at the bottom of the screen show the sum of all order's gross and outstanding net values.
Once you have selected an order or orders to process, the totals at the bottom will relate to the selected order or orders only.
You cannot process an order that has an On Hold status and you are warned when you try to do so.
Access the Process Credit Notes screen
Click Selling then Transactions and then click Process Credit Notes.
Note: All batched sales order credit notes are displayed in the enquiry screen. You can narrow down you search using advanced filters.Select the checkbox in front of the transaction or transactions you wish to process.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select the Process Credit Note card to process the credit notes.
If you have selected only one credit note to process, you can also edit this transactions by clicking on the Edit Order card.
Tip: You can use the Select All checkbox to select all listed transactions so you can process them in bulk. The Edit Order card is only available when a single selection is made.
The Process Credit Notes screen:
Option | Description |
Credit Date |
|
Credit Note Year |
|
Credit Note Period |
|
Preview Credit Note |
|
Email Credit Note |
|
Process |
|
Once you have processed a sales order credit note, it will no longer be displayed in the Process Credit Notes screen, and you can find the processed credit note in the Sales Transaction Enquiry screen for the relevant customer record.