• Tutorials

    Show / Hide Table of Contents
    • Getting Started
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Sale Orders
      • Purchase Order
    • Vouchers
      • Sales
      • Purchase
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
    • Inventory
      • Manage Stocks
      • Manage Warehouse Products
      • Delivery Challan
      • Receipt Challan
      • Stock History
    • Catalog
      • Products
      • Product Prices
      • Product Categories
      • Product Brand
      • Product Option
      • Attributes
      • Attributes Group
      • Product Templates
    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Goods Movement Report
      • Products
        • Sold Product Categories
        • Category Product Return
      • Pos Reports
        • Cash Register Summary
        • Current Cash Registers
      • Sales/Purchase Reports
        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
      • Account Books
        • Cash Book
        • Ledger
        • Other Book
        • Receipt Report
      • Tax Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
      • Other Reports
        • Gross Profit Report
    • Settings
      • Settings
      • Store Settings
        • Business Details
        • Tax Classes
        • Tax Rates
        • Operating Countries
        • Operating State or Province
        • Order Numbering
        • Return Rule
      • Users
        • Employees
        • customers
        • Supplier
        • vendors
        • Customer Groups
        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
        • Coupons
        • Reward Points
        • Special Price
      • Point Of Sale
        • Quick Add Buttons
        • Print Settings
        • Payment Methods
        • Delivery Settings
        • Offline Save (Preview)
      • Web Store
        • Themes
        • Theme Data
        • Shipping Methods
        • Payment Methods
        • Reviews
        • Review Replies
      • Web Store Content
        • Site Pages
        • Footer Menus
        • Home Page Components
        • News Categories
        • News
        • News Letter Subscription
      • Other Settings
        • Translations
      • Stock Settings
        • Unit Of Measure
        • Location
    • Manage Physical Stores
      • Login
      • Sales Bill
      • Receive Payments (Receipts)
      • Delivery
      • Manage Cash Register

    Manage Credit Note

    This section will guide you on how to manage return orders across your channels (both physical stores and website).

    Credit Note

    Credit Note is a structured means of refunding or returning invoices that have already been paid for or issued. such as a mistake in the invoice. a return of the goods, or a rejection of the services. the goods delivered are damaged. Restock button that indicates if the returned item is to be restocked into the stock inventory. Go to the Back Office, click the Vouchers and select the CreditNote

    You can easily create the credit note and also see the results of e-commerce and pos returns.

    Lists

    The page contains a list of all returns.

    Number

    This is a unique number for a credit note.

    Status

    Status helps to view all the return orders status like-new return, approved, etc.,

    Status Types

    New Return

    Return order comes under the new return. Indicates that return order is created.

    Approved

    If you can accept the return request of the customer, the admin can change the status to Approved.

    Rejected

    This status is assigned when the requested return items are rejected to process further.

    Product Received

    If your product is received from your customer, change the order status is product received.

    Sent for payment

    If you have send the payment for your customer return order, set status as sent for payment.

    Payment Completed

    If you send the payment to your customer, change the return order status is payment completed.

    Closed Return

    If your customer does not want to return their item, change the return order status is a closed return.

    Return Canceled

    If the customer cancelled their return order for any reason then time the return order status is cancelled.

    Customer

    The Name of the ordered customer is stored in a customer field(The Order Placed by whom).

    Created On

    The order created date will show in a created on the field.

    Total

    The Customer total amount will show in an order total.

    Create Credit note

    Go to the Voucher in the Back Office and select the CreditNote. The admin can select the customer from the list of customer in the dropdown and select the quantity of the product.

    Customer Information

    Enter the name of the customer and the contact information. This information will appear on sales orders print.

    Address

    Click + symbol for the bill to and ship to, the address section will open. Update the customer address in this field.

    Credit Days

    Enter the number of days the Credit Note will last for or when it will expire.

    Transport

    Specify the type of transport service like lorry, van, bus or auto etc.

    Goods issue

    The Goods issued items are displayed in this goods issue tab. This mentions the tracking number, time and date, restocked quantity, location name, product name and created by name.

    Note

    Enter the note in below of the update return status. Entered note is displayed in the note tab.

    History

    The updated order status is displayed in the History tab.

    Product

    Search the product buyer want to purchase. This field allows to add and edit the products.

    Quantity

    Enter the minimum or maximum quantity of the product.

    Units

    Units of Measure (UOM) are used to define the measurement of the items.

    Price

    Enter the minimum or maximum quantity of the product.

    Discount

    Enter the discount amount on this field.

    Subtotal

    This is the total price for each product in your order or the total price of your order. If you also have a discount applied to a product, the discount amount is reduced from a subtotal.

    Tax Amount

    The amount of tax that applies to the product items.

    Discount amount

    Discount Amount shows if any discount that applies to the product item.

    Total

    This is line item total. The total amount is reduced when the product has a discount.

    Steps to Create Credit Note

    1. Click Create Credit Note button in the top right corner.
    2. Enter the customer name in the customer search box. The available customer list will show the search dropdown related to your search.
    3. Select the customer name, then the customer-related information will fill automatically.
    4. After selecting the customer name enter to fill billing address, shipping address
    5. Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related to your search.
    6. Summary will show at the end of the page. Kindly check the summary before saving the order.
    7. Finally, Click the top right corner Save button or Ctrl+S to create order.

    Credit Note Details

    This section contains general information of the credit note like customer information, address information, Payment and shipment method, note, status and total.

    How to view credit note Details

    1. Open Back Office
    2. Go to Voucher Menu.
    3. Click and open Credit Note section.
    4. View All return List in the section.
    5. If you click Number it moves to the order details page.
    6. Click Close button to go order list page.

    Edit credit note

    You can also edit your credit note details for your customer information and add the products.

    How to edit credit note details

    1. Open Back Office
    2. Go to Voucher Menu.
    3. Click and open Credit Note section.
    4. View All List in the order section.
    5. If you click Number it moves to the order details page.
    6. If you want to edit your customer information, enter your customer name and add your customer billing, shipping address.
    7. If you want to add the products, enter a product name in a search by product name.
    Tip

    If click Download Invoice to download the PDF Order. It includes the details of your company name, company logo, Address, customer order details.

    Update Return Status

    You can update your customer return status. Click Save after selecting the return status.

    Restock the products

    The items were already delivered and will be returned. The returned quantity will be added back to the available product count. You have the option to restock products by clicking the Restock button.

    How To Restock products

    1. Click Restock. (For more details on Shipment section)
    2. The product name, SKU and quantity of the product will be shown.
    3. select Location (for more details on how to create Location-location section).
    4. Enter Restock Quantity(Some items you want to Restock).
    5. Click Save button.
    6. The return of the product is restocked.
    Tip

    Use Export Orders and Export Orders With Order Lines options to export the report details into a comma-separated CSV file.

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