Enter a Credit Note Against a Return

For the full refund workflow including the cash refund step, see the Refund a Customer user guide.

This guide provides step-by-step instructions on how to enter a credit note against a return. By following these steps, users can easily navigate through the process and ensure accurate record-keeping.

Step 1: Click "Delivery Note" on the Stock Homepage

Step 1

Step 1


Step 2: Select the correct Return record

Step 2

Step 2


Step 3: You will note the negative quantity for the item on the Delivery Note

You will note the negative quantity for the item on the Delivery Note. Click "Create"

Step 3

Step 3


Step 4: Then Click "Credit Note"

Step 4

Step 4


Step 5: Note the checkbox for Return is checked

Step 5

Step 5


Step 6: Click "Save"

Step 6

Step 6


Step 7: Click "Submit"

Step 7

Step 7


Step 8: Click "Yes" to process the Credit Note

Step 8

Step 8