Redeeming a credit note
- Sharon Harden (Unlicensed)
If a customer presents a credit note for a sales order, process the sale as normal but select Credit Note as the tender type.
- If the amount of the sale is less than the balance of the credit note, add the line in for the credit note difference, then tender off the sale for whole of the invoice to the total value of the Credit Note, then manually issue a new Credit Note by creating a new sale shipment and sell a credit note at the new value of outstanding credit.
For example, CN value is $100 but sale is for $51.00
Add the CN product to the sale shipment that is the difference between the sale total and total credit note value
Reissue the credit note with the outstanding credit value
If the amount of the sale is greater than the balance of the credit note, the sale should be processed as a split sale. The customer can then pay the balance of the transaction using another tender.
Currently if the customer tender type default is set, invoicing CN redemption does not give you a choice to select the required CN Redeem tender for this. Until this gap is closed please unselect the default tender type on the customer card, complete the CN invoicing then reset the default tender type.