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The list of credit notes includes all the credit notes available in the system. If you don't see a specific document, filter the list by company, responsible person, or warehouse; rearrange the list by date or document number or use the Search field to locate the document by a string in its description, company name, or contract number.  You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

Credit notes can be created based on documents of the Invoice type.

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• Cash Payment: For cash payments to customers.
• Bank Payment: For bank payments to customers.
• Cheque Issued: For payments to customers made by bank cheques.
• Goods Receipt Note: To register the return of goods from customers to warehouses where warehouse documents are used separately from financial documents.
• Tax Credit Note: To be sent to the customer. (This option is not available for the Mutual Settlements Adjustment transaction type).

The toolbar buttons

To manually create a new document of the Credit Note type, click the Create button on the toolbar. 

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If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

See also