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.
1. Locate the Original Invoice
Go to your list of invoices in your Sage Online.
Click on the specific invoice you need to create the credit note for.
2. Start the Credit Note Process
Once you have found the invoice, look for the Actions button ( in the top right corner).
Click on Actions, and then select Create Credit Note from the menu.
3. Review and Justify the Credit Note
The system will instantly change the document status from Invoice to Credit Note.
Its important to write the reason for creating the credit note for example it might be Incorrect item quantity, Wrong Address, Invoice error. This is important for record-keeping.
4. Fiscalize and Save
After reviewing the details and entering the reason, click Save.
By clicking Save, you are fiscalizing the credit note.
5. Verify the Credit Note
The system will automatically take you to the Credit Notes page.
You will find your new created and fiscalized credit note attached.
Look for the yellow pin icon this symbol confirms that the credit note has been successfully fiscalized.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article