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Topic:
Sales
You can use the Customer Credit note (sometimes referred to as a Credit Memo) in four ways:
| • | When you want to allow your Customer to buy goods or services from you for the amount specified on the Credit Note on a future date. You might do this as a gesture of goodwill or as compensation. |
| • | When you have sent an Invoice containing an incorrect amount to your Customer. Think of the Customer Credit Note as a 'negative invoice'. |
| • | When the Customer returns goods you would raise a Credit Note to adjust your accounts and confirm receipt of the goods by sending a copy of the Credit Note to the Customer. |
| • | If your Customer is unhappy with some or all of the products and services you have invoiced them for, you would raise a Credit Note for the amount both parties agree to be deducted from the original invoice. |
In all cases you should send a copy of the Credit Note to your Customer.
Prerequisites
Using salesorder.com the basics
Entering Line Items
Working with Transactional Documents
Working with Items
Creating a new Customer Credit Note
See Creating new Transactions and Entering Line Items for the basic information. A Customer Credit Note can be created directly from the Customer (in a similar way to a Sales Invoice), or alternatively from a specific Sales Invoice. To create a Credit Note from a Sales Invoice simply follow the usual procedure for creating a related Document detailed in Creating related Documents.
Related tasks and information
Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Working with Payments from Customers (Money In)
Working with Customer Refunds
Printing Documents
Working with Emails
Transaction Audit Trail
Working with Sales Opportunities
Working with Jobs
Working with Memos
Working with Classifications
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