Sales
Credit notes & sales returns
Issue a credit note to reverse a sale or accept returned goods.
4 min read
A credit note reduces the amount a customer owes you. It is used when goods are returned, a pricing error occurred, or a discount is agreed after invoicing.
- 1Go to Sales → Sales Returns and click New.
- 2Select the original invoice being credited.
- 3Enter the lines and quantities to reverse. For physical returns, stock is returned to the selected branch immediately on posting.
- 4Apply the credit note against an outstanding invoice, or issue a cash refund.
A credit note must be linked to the original invoice so the accounts receivable sub-ledger stays accurate. Free-standing credit notes are not supported.