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Note: This article focuses on the simplest common use case for generating an unprocessed credit note from an existing invoice.
To generate an unprocessed credit note from an invoice, navigate to the relevant invoice.
Note: A credit note can only be generated from an invoice that has been posted to finance.
Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Opening the invoice displays its General tab.
General Tab
Confirm that the information on the General tab is correct.
You can update some of the fields, if required. Once done, click the Invoice Details Details tab to continue.
Invoice Details Tab
The Invoice Details tab displays the inventory items and quantities that have been invoiced and processed.
Invoices can be either fully or partially credited when generating a credit note. To partially credit an invoice, update the Qty To Credit column to reflect the quantities to include in the credit note. To credit the invoice in full, no changes to the item quantities are required.
Note: The quantities in the Qty To Credit column cannot be more than the originally invoiced and processed quantities.
Once all item quantities have been updated or verified, click Generate Credit Note on the toolbar.
A popup appears, asking you to confirm the action.
Click Yes to confirm the credit note generation. A confirmation popup appears, displaying the newly generated sequential credit note number.
Click OK to close the popup and return to the invoice. Click the Processed Tab to display the generated credit notes for this invoice.
Note: A credit note is not automatically processed to the financial system. It needs to be posted to financials for the credit to be applied to the customer’s account.
Note: The ability to post a credit note to financials is dependent on the user's role permissions.
Processed Tab
The Processed tab displays the credit notes that have been generated from this invoice.
To open the credit note for viewing, double-click it in the list, or select it and press Enter.