Overview

Readysell implemented a simple non-trackable credit note feature using the existing sale order workflow, product and GL account set-up.

Setup

• You must have a general ledger account for credit notes issued and redeemed
• A product category for credit notes
• A product to stand for credit note sales that must be in the credit note product category.  This is usually set up as product ID: CN
• A tender than must use the general ledger account for credit note redeemed and issued.

Usage

• Sell the credit note product on a sale to the customer
• The invoice/receipt printed should be retained by the customer as this is their only evidence that the credit note exists
• When the customer wants to redeem a credit note, they must present the original printed invoice or receipt for the sale of the credit note
• Your staff must retain the original invoice for the credit note to prevent it being reused
• Your staff must use the full amount of the credit note as a tender on the redeeming sale
• If you do not wish to give the customer any change in the form of cash and if the sale value is less than the credit note tender. You can add a product to the sale being a credit note. For the difference between the value of the sale and the value of the credit note being tendered.

Getting Started

Buttons

There are no custom buttons for this list. Refer to Common Buttons.

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