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Parts Credit Note

Creation date: 18/12/2019 10:22 Updated: 09/06/2020 18:11 credit note parts credit parts credit note refund return part

To credit a parts invoice you will need to do the following:

Click on POS
Click on Invoicing
Click OK through the invoice number screen
Enter the Part Number in the field provided
Click OK
Enter the details of the customer/company you are crediting
Click OK
Enter the Qty as a negative value
Enter through the relevant fields (enter discount if applicable)
A message will appear to 'Return Goods to Stock?' Enter Yes or No (depending on what is applicable)
Repeat steps 4-10 if more than one part to be credited
Once completed click on Continue
Return through the relevant fields (depending on what is applicable)
If totals are incorrect then you can click on Add Item and amend where required
If the totals are correct then you can click on Continue
If it is a CASH account you will need to enter the 'Method of Refund' by entering the value in the relevant field as a negative amount
It will then bring the printer selection box up where you can choose which printer to send the credit note to
Click Exit once the process is completed

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