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How to create a credit note / return from the back office.
How to create a credit note / return from the back office.

Describes how to create a credit note / return from the back office

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

To process a return/create a credit note from the back office follow the below instructions.

  • From the BusinessMind home page click on the Sales link.

  • From the Sales Home page click the Record New Credits/Returns link.

  • Click into the To field and begin typing the customer name you are processing the return to. This is a type ahead field which will search as you type. Select the customer.

  • Click the Add a new line button to add a line to the credit invoice.

  • In Item field begin to type the item you are returning and select it.

  • Fill in the qty being returned and any other info you may require.

  • Click the save button to save the credit note.

Did you know: You can also create a credit note from a specific invoices detail view This is specifically handy if you need to reverse (void) an entire sale. http://help.dcit.com/en/articles/5031536-how-to-create-a-credit-note-from-a-specific-invoice

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