Sales invoicing and receivables · Guide 79 of 624
Credit notes
A credit note in RockifyERP reduces what a customer owes, for example after a return, a pricing error or a goodwill discount.
How to do it in RockifyERP
- Open the original submitted sales invoice.
- Click Create › Return / Credit Note.
- RockifyERP copies the items with negative quantities. Remove lines that aren’t being credited and adjust quantities.
- For a price adjustment with no goods returned, untick Update Stock.
- Save and Submit. The credit reduces the customer’s outstanding balance.
Tip: Link the credit note to the original invoice so the invoice’s outstanding amount updates correctly.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.