helpwith.salesorder.com

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Sales

Customer Credit Notes

PreviousApply Credit Automatically on Payments NextCustomer Refunds

Last updated 5 months ago

See Customer Credit Note ⛭

Media

Customer Credit Notes

Pay Bills with Credit Notes

You can attach and link documents, images, etc to this record. See Attachments and Links.

You can customize and add fields, see Customization.

Need to know

A Credit Note can be created from:

Source

Notes

Customer Master

Customer>Action>New Credit Note

Sales Invoice

Sales Invoice>Action>Create Credit Note

RMA

See RMA

Receive an 'upfront' Payment from Customer.

See