Issue a Credit Note against a Sales Order

Background

A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or labour is disputed by the client. In Assetminder, credit notes can be issued against sales orders and job cards. This procedure outlines how to issue a credit note against a sales order.

PROCEDURE

1. On the Home page click on Sales Order.  

2. Credit notes can only be issued against sales orders already closed. Search in the closed sales orders section for the order to issue the credit note against.   

3. Open the Sales Order that you wish to credit. Click on Sales Order Review.    

4. A dialogue box will open with the Sales Order details. Click on Activate Credit Note.  

5. To Adjust the labour click on the icon to adjust if required.   

6. A dialogue box will open. Adjust the labour as required.   

7. To Adjust the labour click on the icon to adjust if required.  

8. A dialogue box will open. Adjust the labour as required.    

9. Click Cancel to exit.

10. Return to Sales order screen and click on Credit Notes icon.

11. Select the Credit note form the list Open Credit Notes.

12. Click on SIGN OFF.  

13. Select yes on Do you wish to sign off the credit note?  

14. The credit note will appear and can printed or emailed.   

15. If you click email a new screen will appear. Add in the details and send.