Occasionally, you may need to record a credit on a customer's account, for example, if they have returned damaged or faulty goods. If you don't want to print a credit note or affect stock, you can post a credit transaction straight to the customer's account using the Batch credit option.

TIP: To create a credit note to print or adjust stock back in, use the Invoices and credits option.

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 How to:

1. On the navigation bar, click Customers then Batch credit.
2. Complete the Batch Customer Credit window as required. For more information on the fields in this window - Read more >
3. If you calculate the batch totals manually before you enter them into Sage Accounts, check your batch totals against those on the Batch Customer Credits window.
4. To post your entries click Save then Close.