Navigation › Documents › Processing › Credit Notes
Note: This article focuses on the simplest common use case for processing an unprocessed credit note.
To process an unprocessed credit note, navigate to the relevant credit note. Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Note: Several parts of the system are affected when processing a credit note. First, validation checks are executed to ensure that the credit note can be processed. If validation passes, stock levels are updated, the credit note is posted to the accounting system, and it is locked. The credit note status is set to Posted to Financial, and cannot be edited anymore.
Opening the credit note 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 Credit Note Details tab to continue.
Credit Note Details Tab
The Credit Note Details tab displays the inventory items and quantities originally added to the credit note.
You can update some of the fields, if required. Once done, click Process Credit Note on the toolbar.
A popup appears, asking you to confirm the action.
Click Yes to confirm the processing of the credit note. With the credit note processed, it can now be printed and emailed.