Sales - Issue Credit Note
INTRODUCTION
When doing Sales Orders or Invoices Direct to do a credit the user needs to go to Sales - Issue Credit Note
From here the look and feel is the same as the other screens like Purchase Orders, Sales Orders, Direct Invoices etc.
Issue Credit Note
The user needs to o to Sales - Issue Credit Note and the following screen opens:
The user enters their eposid and searches for the customer to do a credit for.
Buttons
Explanation of the buttons
ADD ITEM
This is the same as other screens
Search for the code and enter the qty if doing a credit with linking it to other sales.
DELETE LINE
Deletes a line/rows from the credit screen
ADD CHARGE
Adds a delivery charge or whatever charge that has been set up in Agility for Sales
SAVE CREDIT
Saves the credit once the user is happy all items have been entered manually or linked to an associated invoice.
CLEAR
Clears the Credit Screen
Layout
Changes what the user sees after columns have been moved around and then the button pressed
Associated Invoice
By pressing this button the user will be able to choose invoices that need to be credited or select items in the invoice that need to be credited.
The customer account needs to be selected prior to this being pressed.
By pressing the search glass the user will get a list of invoices
From here the user can see that some are linked to deliveries also.
Select the DETAILS button and the user will see what is on the invoice
When the invoice is selected the codes are returned to the screen where the quantity to be refunded can be changed.
If all items are to be returned in the grid then press Select ALL, in this example there is only one code
In the column Qty to Credit enter the quantity to be returned and press OK
Now press Save Credit.
User has to enter a reason code.
Related Articles
Related Articles
Sale - Sales Orders
INTRODUCTION Sales Orders work directly with the delivery system and items can only be sold/despatched if there is a stock quantity. Create a Sales Order Navigate to Sales - Sales Orders and the screen that opens has the sale look and feel as ...Sales - Browse Orders
INTRODUCTION When using sales orders these can be viewed through the Browse Orders Screen. The screen is very similar to other browse screens in Agility. User can search by stock codes, description, account and more. Browse Orders To access this ...Purchases - Credit Notes Direct
INTRODUCTION Just as you may get an invoice that does not relate to a Purchase Order so you may also get a Credit Note that does not relate to a Purchase Return. However many direct credit notes may relate to a Debit Note raised as a result of a ...Purchases - Credit Notes For Returns
INTRODUCTION Now the supplier has collected the goods and now sent a Credit note which now needs to be recorded in Agility Professional. CREDIT NOTES This screen processes the return linking it to the original Purchase Return. For our example we will ...Sales - Credit Letters
INTRODUCTION Managing customers accounts and their payments can be done through Agility Professional. For this to work then setting customer credit limit and terms MUST be done. This then begins to calculate aged debts and controls sales when ...