In this guide, we show How to Process a Credit Note in Accounts Receivable in the Finance Module.
Access: The minimum permissions required to access the Invoices and Credit Notes page is found in the Finance module of Config > Setup > Roles and Permissions.
This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE. Click on the link to see Related Guides.
To begin, go to Modules > Finance > Finance Home Page > Accounts Receivable > Invoices & Credit Notes.
Select an Invoice against which you wish to add a Credit Note, and then click Add Credit Note.
Complete the Credit Note section and then click Save.
Then, in the Invoice Items section, edit the Quantity to Credit field. Remember whether the Quantity to Credit is items or time periods. In the exam below, 1 time period of 1 hour is being credited.
Then add any Attachments and either click Save, to be authorised later, or Authorise.
The Credit Note now shows on the Invoices and Credit Notes page.
It can also be seen in the Activity section of the Customer page, where it is matched to the Invoice.
And in any Customer Statements.
