Edit Credit Note Details
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In the detail grid on the Credit Note tab, select the line to be credited.
If you are not crediting an invoice in Order Entry, the first line is already selected. Also, if the invoice number does not exist in Order Entry, the program displays a unit cost for each item you specify, based on the item's costing method.
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Select the type of credit:
If you do not want to affect any Order Entry or Inventory Control statistics, you should enter the credit note in Accounts Receivable.
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If you need to check or change tax information for the items, see Change tax information.
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Repeat steps 1 through 3 for each line to be credited.
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Delete all lines that are not to be credited. To delete a line, select it and press Delete. If you are prompted to confirm the deletion, choose Yes.
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Enter additional lines if needed. You can add lines for items or miscellaneous charges.
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When you are satisfied with the information, follow the steps in the Verifying credit note totals topic.
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