Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video.
Steps
Open Sales Invoice Manager.
Go to the Credit Note Print stage.
Green select the credit note(s) that have been printed and require issuing.
Use the Actions menu to select Move Next.
In the Issue stage, green select the same Credit Note(s).
Use the Actions menu to select Issue Credit Note. This will update the accounts and the customers statement.
Overview Once you have created a credit note, you can then print it and send it to the customer. A step by step guide can be found below the video. Steps Open Sales Invoice Manager. Go to the Credit Note Print Stage. Green select the credit note you ...
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Overview The Issue stage is the final stage in the Sales Invoice Manager and sales orders are moved into this stage normally after they have been shipped. Issuing a sales order will update stock records including quantities, accounts and the customer ...
Overview You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...