Print Credit Notes in Sales Invoice Manager

Print Credit Notes in Sales Invoice Manager

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 

  1. Open Sales Invoice Manager.
  2. Go to the Credit Note Print Stage.
  3. Green select the credit note you wish to print.
  4. Using the Actions menu, select Print Credit Note.

    • Related Articles

    • Issue Credit Notes in Sales Invoice Manager

      Overview 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 ...

    • User Acceptance Testing (Advanced)

      Overview User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...

    • Produce a Pick Ticket in Sales Invoice Manager

      Overview The below explains how you can add multiple orders to one pick sheet. Usage Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ticket for. Click on the Actions button. Select Print Pick ...

    • Print or Email an Invoice or Delivery Note From Within Sales Invoice Manager

      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 ...

    • How To Delete An Issued Credit Note

      Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...