| | Create a service credit note for a customer |
| Resolution | - Click Invoices and credits then click New credit.
- In the Format drop-down click Service, then in Date enter the credit note date.
- In A/C enter the Customer Account Reference.
- Under Details enter the service details, then under Amount enter the net amount.
- To edit the item details, such as tax code or discount, click the Finder button.
- If required, complete the Order, Footer and Payment tabs.
- Click Save.
Once created, you can print your credit note and update ledgers so the values appear in your customer and nominal accounts.
Watch a video [BCB:333:SageU - 2024:ECB] |
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