In this guide, we show How to Post a Sales Credit Note in the MAT Finance Module. You are able to Allocate these off against any Outstanding Sales Invoices, or add them as a credit on the Customer’s account.
Access: The minimum permissions required to Post a Sales Credit Note are found in the MAT Finance Module section of Config > Setup > Roles & Permissions.
To begin, from the left Menu, go to Finance > New Entry > Sales Credit Note.
Once the page loads, complete all the required fields: Customer, Site, Credit Date and Credit Total.
Once the details have been inputted, press Add New Record.
Select a Product by either typing it’s name or using the magnifying glass.
This will fill the rest of the line details automatically.
If more lines are required, press Add New Record again.
Once complete, press Post & Allocate.
This brings up a Print / Dispatch box. Press the X to close it.
The Outstanding Invoices are ready to Allocate the Credit Note against.
To Allocate: Once selected, Post and Allocated, another Allocations box will pop up:
Select the item, this will then bring up all payments due for that Customer:
Select the correct line to be credited.
Once the amounts balance, select Allocate.
A pop up notification is displayed, stating that the Allocation has been saved successfully.
