Credit Note
I need to send a credit note to customer, as incorrect order was entered on invoice, please advise how to go about this. Do I enter the incorrect O/N into the credit note, as I will be reissuing new invoice with correct O/N.
Thanks
Hi Chezlea
Thanks for your post. The details you enter on the credit note will depend on your business record keeping requirements. Personally from my bookkeeping days I found the more information recorded the better, so I would make note of the original O/N and invoice number somewhere on the credit note. I'd also include an reason for the credit note.
This help article, Customer returns, credits and refunds, will help you create that credit note.
Please let me know if you need further help.
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