In this guide, we will show you 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 their account.
Access: The minimum permissions required to carry out this task are found in the Finance Module of Config>Setup>Roles & Permissions.
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From the left Menu, go to Finance>New Entry>Sales Credit Note.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/mUdRj3Qw-image.png)
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.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/18UEmkD0-i4.png)
Select a Product by either typing it’s name or using the magnifying glass.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/i5.png)
This will fill the rest of the line details automatically.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/i6.png)
If you need to add more lines, press Add New Record again.
Once all complete, press the Post & Allocate Button.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/i7.png)
This will provide you with a Print / Dispatch box, press the x to close it.
You will then see Outstanding Invoices against the customer for you to Allocate the Credit Note Against.
![](https://d3kchveacp7yrb.cloudfront.net/2022/03/GiB9LBlM-image-194.png)
To Allocate: Once selected Post and Allocated, another Allocations box will pop up:
![](https://d3kchveacp7yrb.cloudfront.net/2022/03/ujnr1tVf-image-195-1024x247.png)
Select the item, this will then bring up all payments due for that customer:
![](https://d3kchveacp7yrb.cloudfront.net/2022/03/L29KwfwB-image-196-1024x351.png)
Select the correct line to be credited.
![](https://d3kchveacp7yrb.cloudfront.net/2022/03/3d12WFQT-image-197-1024x350.png)
Once the amounts balance, select Allocate.
You will receive a pop up notification stating that the Allocation has been saved successfully.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/Natr8Y00-f8.png)