The delivery address on your credit note populates from the customer record you select. Change this on an individual credit note, if you need to.
If you don’t have an address for this customer, enter No address into the address fields. You can then create and save your credit note. You can then edit the customer’s address later.
We use Ledger accounts to categorise and group your sales and other transactions. For example, a credit note for stationery, use a ledger account for Office Supplies.
When you create a credit note, we use the default set on the customer record first.
If you add a product or service to the credit note, we use the ledger account saved on the product or service record.
You can change the ledger account shown on any of your credit note lines.
Analysis types are tags that make it easier for you to analyse your accounts in more detail. There are three types: departments, cost centres and projects.
Once you’ve set analysis tags up, you can assign them when you create your credit notes. You can then produce reports using these tags, helping you to review your sales in more detail.
EXAMPLE:
Set up departments for each of your sales regions. Apply those departments when you create credit notes. You can then produce reports that show credit notes for each region.
To set analysis types up, select Settings, then select Analysis Types. Once you've created them, add them to a credit note by selecting the ellipsis at the end of each item line.
You can credit your customer for delivery or postage charges. Enter the net amount in the Carriage box. You can apply a VAT rate if your shipping charges are subject to VAT.
Once you've added items, the total Net, VAT and gross amounts appear at the bottom of the credit note. The VAT breaks down by VAT rate. You can see a separate line for each rate used on the credit note.
You can see a further breakdown of the VAT included on your credit note. Select the View VAT Analysis link. This shows you a full breakdown of the VAT for the items you've put on the credit note. This includes the different VAT rates and a breakdown of values for goods and services.
Use attachments to track any files you have that relate to this credit note. If you email the credit note to your customer, they can see the files you've attached.
You can add up to 10 attachments to each credit note, using files of the following types: PDF, GIF, JPG, JPEG and PNG. The maximum size for each file is 2.5MB.
Follow our article to learn out more about how to add attachments.
Use the Customise menu at the bottom of the New Sales Credit Note page to jump to customisation settings. This saves you time when you want to customise your credit notes.