On the Inventory and Services tab, you can specify a list of items that were returned by customer or whose quantities were corrected.
The "Credit Note (create)" form. The Inventory tab
If the credit note is generated based on the invoice, this tab is automatically populated - remove the lines that you don't need and leave the lines with returned items or the items for which correction is needed and edit the details. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the 
button on the table toolbar and follow the step-by-step instructions in the appeared window. You can use the Up and Down ( 
) arrows to rearrange the items in the list.
If you need to manually add an item or multiple items, click the Add button on the tab toolbar.
In the Quantity column, you can specify the item quantity and in the Unit column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.
The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items used in consignment or stocked in contract warehouses. To learn more about the item settings, see Settings: Purchasing and Warehouses.
The Serial Numbers column is available if the Use Serial Numbers option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected on the Items form), click in the column to open the Serial numbers dialog box. In this dialog box, you must enter the serial numbers according to quantity of the returned item.
The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the discount that was used for the inventory or service items in the basis (original) document.
The Auto-Discount % and Auto-Discount columns appear if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Use these columns to specify the auto-discounts that were applied to the returned items in the basis document.
In the GL Accounts column, you can view the default accounts to be updated by this transaction. If needed, you can replace them with other accounts.
The values in the Amount column are automatically calculated for each item according to the specified price, quantity, and discount.
If the VAT Applied option is selected for this invoice on the Main tab, the VAT, % and VAT Amount columns are available. The VAT amount is calculated in the currency of the document according to the amount and VAT-related settings (which are specified on the Main tab) as follows:
- If the Prices Include VAT option is selected: The VAT amount is extracted from the item amount (Amount), that is,
VAT_Amount = Amount*VAT_Rate/(100+VAT_Rate).
- If the Prices do not Include VAT option is selected: The VAT amount is calculated based on the item amount, that is,
VAT_Amount = Amount*VAT_Rate/100.
The Total amount is automatically calculated according to the VAT-related settings as follows:
- If the Prices Include VAT option is selected: Total = Amount.
- If the Prices do not Include VAT option is selected: Total = Amount + VAT_Amount.