Solution Properties
Solution ID:
200427112605594
Last Modified Date:
Wed Jul 01 15:16:44 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Post a batch customer credit note
Description

To record a credit on a customer's account, use the Batch credit option. For example, if they have returned faulty goods. You can post the credit without printing a credit note or affecting stock.

To create a credit note to print or adjust stock back in, post a product credit note.

▼ Watch the batch customer credit video

NOTE:

This video is part of the free Sage University course, 'Batch Invoices and Credits'. Sign up for the full course, or see other free Sage University training courses.

Cause
Resolution

Create the credit note

  1. On the navigation bar, go to Customers then select Batch credit.
  2. Complete the Batch Customer Credit window as required.  
  3. To post your entries, press Save then Close. 
[BCB:366:UKI - training sales:ECB]

 

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