NavigateERP for African business

Credit notes (returns and corrections)

Reduce what a customer owes - for returned goods or a mistake on an invoice.

Steps

  1. Open the invoice and click Credit note, or go to Sales → Credit notes → New.
  2. Keep only the lines (and quantities) being credited.
  3. Leave Goods are coming back into stock ticked if the goods came back (untick it for a price correction).
  4. Click Issue.

Good to know

  • The credit can be allocated to an open invoice or refunded.