Processing Credit/Debit Notes
Use the Credit/Debit Note Entry form to enter credit notes and debit notes.
You can enter credit notes to credit a customer's account for returned merchandise, damaged items, or price reductions, to correct an error on an invoice, or to post a debit or a credit for a miscellaneous charge.
All Order Entry credit notes and debit notes affect sales amounts. If you do not want to affect any Order Entry or Inventory Control amounts or statistics, enter the credit note in Accounts Receivable.
You can credit an entire invoice, part of an invoice, create a debit note or a credit note for a non-existent or cleared invoice, or for an existing invoice.
Note: You cannot post a credit note for job-related, project invoicing documents. Because of this, Order Entry lets you enter negative shipments to provide credit note functionality for job-related project invoicing.
For each detail line to be credited on the invoice, you select the credit type:
For more information on producing credit notes, see:
See also
Assign Lot Numbers or Serial Numbers to an O/E Debit Note
Assign Lot Numbers or Serial Numbers to an OE Credit Note
Credit/Debit Note Entry - Overview