Creating a Credit Note in Sage Pastel Partner

Creating a Credit Note in Sage Pastel Partner

Overview

When an invoice needs adjusting due to an error or a customer return, you must create a Credit Note to correctly update the customer’s account balance.

Step-by-step process

Here are the steps to create a Credit Note in Sage Pastel

Step 1. Creating the Credit Note

  1. Navigate to Process, then click Customers. This opens the Process Customer screen.
  2. On the Process Customer screen, click the Document Type dropdown and select Credit Note.
  3. Select the Customer by clicking the search icon next to the Customer field, and then choose the correct        customer from the list.

  4. Click the Link / Create button
    1. Select "Link".
    2. Select the relevant original invoice number from the list of outstanding documents.
    3. Review the final Credit Note document to ensure all details are correct 
  5. The original invoice details will populate in the linking window.
    1. Verify the line items
    2. Click "Link".

Step 2. Fiscalising Credit Note

  1. Click Batch and Update to fiscalise the credit note.
  2. Open the Fiscal Harmony plugin to verify the fiscalised credit note if successful.
  3. When confirmed to be successful, you can open the folder where you keep your fiscalised invoices and find the PDF document of the fiscalised credit note.


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