Issue a sales credit note
Credit a customer for returned goods or an overcharge, straight into Xero.
Overview
Issue Sales Credit Note opens a credit note for one of your customers. You pick the products and amounts being credited, and Smartworks creates the credit note in Xero.
Step by step: issue a credit note
- Click Issue Sales Credit Note in the header.
- Choose the Customer.
- Set the Issue Date.
- Enter a Reference, if you want one.
- Choose a Status: DRAFT, SUBMITTED or AUTHORISED.
- Click ADD ROW + and choose a product in Select Product.
- Change the Description, Quantity and Unit Amount for the line.
- Repeat for each product being credited.
- Click SAVE CREDIT NOTE.
A Credit Note Created message shows the new credit note’s number. Click OK to close it and the dialog.
The line items
| Column | What it holds |
|---|---|
| Item Code | The product, filled in from Select Product. You cannot type into it. |
| Description | What is being credited. Required. |
| Quantity | How many. Required, and cannot be 0. |
| Unit Amount | The price per item. Required. |
| Amount | Quantity times unit amount, worked out for you. |
The bin icon at the end of a row removes it. TOTAL, under the table, adds up the Amount column. SAVE CREDIT NOTE stays greyed out until every required field is filled in.
Good to know
Closing the dialog
The dialog does not close when you press Escape or click outside it. Click CANCEL to close it without saving.
Credit notes for suppliers
To credit a purchase from a supplier, use Credit on a received purchase order instead. See Purchase Orders.
See also
- Purchase Orders - credit notes against a supplier’s purchase order.
- Customers - check the customer’s invoices before you credit them.
- Invoicing - how Smartworks creates invoices in Xero.