Create a service credit note for a customer
Description
Cause
Resolution
  1. Click Invoices and credits then click New credit.
  2. In the Format drop-down click Service, then in Date enter the credit note date.
  3. In A/C enter the Customer Account Reference.
  4. Under Details enter the service details, then under Amount enter the net amount.
  5. To edit the item details, such as tax code or discount, click the Finder button.
  6. If required, complete the Order, Footer and Payment tabs.
  7. Click Save.

Once created, you can print your credit note and update ledgers so the values appear in your customer and nominal accounts.


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[BCB:333:SageU - 2024:ECB]
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