Fiscalising a Credit Note in Sage Online

Fiscalising a Credit Note in Sage Online

Overview

Sometimes an error is made after an invoice has been created, or a customer may return goods. In this case, you need to create a Credit Note to correct or reduce the customer's balance.

Step-by-step process

Step 1. Locate the Original Invoice

  1. Go to your list of invoices in your Sage Online.
  2. Click on the specific invoice you need to create the credit note for.

Step 2. Start the Credit Note Process

  1. Once you have found the invoice, look for the Actions button ( in the top right corner).
  2. Click on Actions, and then select Create Credit Note from the menu.


Step 3. Review and Justify the Credit Note

  1. The system will instantly change the document status from Invoice to Credit Note.
    1. It's important to write the reason for creating the credit note. For example, it might be an incorrect item quantity, a wrong address, or an invoice error. This is important for record-keeping.

Step 4. Fiscalise and Save

  1. After reviewing the details and entering the reason, click Save.
  2. By clicking Save, you are fiscalising the credit note.

Step 5. Verify the Credit Note

  1. The system will automatically take you to the Credit Notes page. You will find your newly created and fiscalised credit note attached.
  2. Look for the yellow pin icon - this symbol confirms that the credit note has been successfully fiscalised.


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