In Jiwa credit notes for stock can be issued in one of two (2) ways;
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Credit Note based on an existing sales order, or
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Credit Note created manually
In this article we will be looking at both methods.
Credit Note Based on an Existing Sales Order
Open your Sales Order Entry form
From the menu ribbon select New | New Credit Note
At the New Credit Note pop-up select Yes
From the Make Credit Note From Sales Order search pop-up select the invoice you want to raise a credit note against, or search by Debtor.
From the Make Credit Note From Invoice xxxxx - Select Snapshot search pop-up select the snapshot to be credited.
Assign the applicable credit reason to your credit note.
The credit reason will control if goods are returned back into stock or not.
Check your credit note details.
Remove lines not to be credited and update quantities as required.
If freight was added to the original invoice it will also be included in the credit note.
Change the freight to zero if you are not going to give a credit for the freight charged on the original invoice.
Add a note in the Notes tab about the reason for the credit note.
Once you have checked and confirmed the details of the credit note from the menu ribbon select Save and then Process.
Manual Credit Note
Open your Sales Order Entry form From the menu ribbon select New | New Credit Note
At the New Credit Note pop-up select No
Select the applicable Debtor from the Search Debtors pop-up
Assign the applicable credit reason to your credit note.
The credit reason will control if goods are returned back into stock or not.
Manually add the parts to be credited in the Main tab
Enter in quantity returned and confirm unit price.
Add a note in the Notes tab about the reason for the credit note.
Once you have checked and confirmed the details of the credit note from the menu ribbon select Save and then Process.
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