Managing Credit Notes and Sales Returns

Credit notes and sales returns help you handle refunds and adjustments for customers. This guide explains how to create and manage credit notes in ERP ERP.

1. Navigate to the Sales Module and click 'Credit Notes' or 'Sales Returns.'
2. Select the sales invoice associated with the return or refund.
3. Enter details of the returned items, including quantity and reason for return.
4. Generate a credit note to adjust the customer's account balance.
5. Review and finalize the credit note, then notify the customer.
6. Track sales returns and credit notes to ensure accurate records.

• Navigate to the Sales Module and click 'Credit Notes' or 'Sales Returns.'
• Select the sales invoice associated with the return or refund.
• Enter details of the returned items, including quantity and reason for return.
• Generate a credit note to adjust the customer's account balance.
• Review and finalize the credit note, then notify the customer.
• Track sales returns and credit notes to ensure accurate records.