Credit Note / Sales Return

Credit Note is used when a customer returns an item few days after purchase.

Credit Note will not change the sales invoice and sales report few days ago.

It will only do a reverse entry today (you will see a purchase back of the item today) with the issuance of a new barcode number today.

A. Issuing Credit Note

B. Sales Return/Credit Note Report

Issuing Credit Note

To perform sales return, go to Transactions -> Sales Return / Credit Note as shown below.

Click Invoice No box and you will be presented with a list of invoices.

Click on the invoice that you will issue credit note against. The invoice details will be presented in the table as shown below.

1. Doubleclick to select for return.

Steps:

1. Double click on the item that you want to return to stock.

2.The item (if return is allowed) will be added to the table below.

3.Enter the customer name, address and reason for the return. (As required by Custom regulation on Credit Note)

4. Click “Issue Credit Note” button

4. Click “Issue Credit Note” button

3. Customer name, address and reason for credit note.

2. Item to be returned will be included in this table.

5. System will generate a credit note and generate a replacement barcode no. Please get an authorized person to reprint the new barcode label.

5. Reprint this new barcode label.

Credit Note Sample: Details such as invoice no., invoice date and reason for the credit note must be printed.

6. Select ‘SalesReturn’ or ‘Cash’ for settlement of this credit note as per your policy for return/credit note.

Default selection is “SalesReturn”. Just click “Settle” and follow by “Exit” to return to Credit Note screen.

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Sales Return/Credit Note Report

Select Reports-->Sales & Stockout Report-->Sales Return (via Credit Note) as shown below

Select the date range and click “View Report”

Sales Return report will be generated as shown below showing barcodes returned and new replacement barcodes generated. Supervisor or manager should reprint the barcode label accordinly.