![]() ![]() If you need to process multiple credit notes for the same sale order, you will need to convert the purchase order to an Advanced Sale. You can combine these methods in the same credit note if required.įinally, credit notes can be issued to customers that are not associated with any particular sale. Follow the instructions below to make sure you issue the credit note that matches your situation. You may wish to use the RMA and returns module to handle returns and refunds of your products - this module enables more complex returns workflows including restock, replacing, repairing, inspecting, and scrapping items, automatically generating the necessary credit notes and refund payments where applicable.Įach scenario will generate different transactions and affect your stock availability levels differently. See Product Discounts and Product Deals for discounts applied before the Sale is invoiced. ![]() For a discount applied to an order after the invoice has been authorised.For a whole shipment – when an entire shipment was received incorrectly by the customer, was shipped out incorrectly, or was returned by the customer.For part of a shipment – when part of a shipment has either been short-shipped, damaged goods were received by the customer, or customer returns items from a sale.For individual items – when a unit price has been overcharged.There are four scenarios where a credit note can be applied to a sale order in DEAR. Returns or refunds of sales, processed through DEAR B2B Sales Channel, Amazon and Magento, will need a credit note to be issued in DEAR as described in this article.Ĭredit notes are a way to amend the details of a sale invoice after it has been authorised. NOTE: Returns and refunds issued through DEAR POS and most sales channels (except for Amazon and Magento) will automatically generate credit notes in DEAR. Credit notes can be applied to sale orders, for refunds to from your organisation to the customer, or to purchase orders, for refunds from a supplier to your organisation. Credit notes and restock can be processed independently and in any order. ![]() Returned items can be restocked to inventory when credit notes are processed. In the same way that payments are applied to close out an invoice balance, refunds are issued to close out a credit note balance. A credit note is considered a negative invoice. ![]()
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