Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
In this video
- Open a sales return from an invoice
- Return a quantity and issue the credit note
- See the refund and the stock coming back
Step by step
- Find the original invoice and choose Sell Return.
- Enter the quantity the customer is returning.
- Record the refund and how it was paid back.
- Save and check the credit note, the refund and the stock that came back.
Why it matters
Never delete or edit an invoice to undo a sale. A credit note reverses it properly: it reduces the sale and the VAT, records the refund and points back to the original invoice, which is what auditors and the tax authority expect to see.
All Sales videos
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2:27
Lesson 1
How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
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1:56
Lesson 2
How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
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2:25
Lesson 3
How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
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2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:12
Lesson 5
How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
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2:03
Lesson 7
How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
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