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The Customer Order field is filled in automatically if the credit note is linked to it. You can link the credit note to a customer order manually; for this, click the arrow button in the field, then click Show all. The list of customer orders appears; only the orders for the same contract are shown in the list. If you need to return items linked to different orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
If this credit note was not generated for a specific invoice, in the Basis box select the invoice which is being corrected or adjusted by this credit note. Click the Fill in ( 
) button to copy the data to this note. If, after you edited this credit note you want to cancel the changes and reset to the initial details, use the Fill in ( ) button – the details from the basis document will be copied to the credit note.
The Warehouse field is required, if the Multiple warehouses option is selected on the Administration > Settings > Purchasing and Warehouses form.
In the Warehouse box, you can select the warehouse to which the goods will be returned. If you need to return items to different warehouses, you can move the Warehouse field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
The Project field is available if the Project Management functionality is turned on on the Administration > Settings > General Settings. You can link a credit note with a project from the list of available projects. If the items in this credit note are associated with different projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
You can use the Comment text box to provide any relevant information on this transaction.
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| Note. If proper taxation option does not appear in the credit note, check the VAT settings in the invoice used as the basis. If the note is not based on any invoice, check that the VAT accounting functionality is turned on on the Administration> Settings > General Settings form and that correct VAT settings are specified for the entity. |
The Generate Tax Credit Note button
For the saved credit note, you can generate a tax credit note in one of the following ways:
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All the details from this credit note will be copied to the tax credit note.
The document totals and other Information
At the bottom of the form, the Total Due field shows the document total, and the VAT field shows the total VAT amount calculated for the credit note.
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- New (document was created, but not recorded to the database)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
For descriptions of other buttons, see Document Toolbar.