When you have printed your credit notes, use Post invoices and credit notes to update the Sales Ledger. This posts all partially or fully completed returns.
If you need to refund an online payment, once you have posted credit notes, use Refund Online Card Receipt.
The credit note is added to the customer's account in the Sales Ledger. This adjusts the balance and turnover values for the customer.
If you have not selected Add Directly to the Sales Ledger in the SOP settings Order Processing tab, the credit note is added to the pending transactions file. You must update this from the Sales Ledger.
Open: Sales Order Processing > Order Processing > Post Invoices and Credit Notes.
Select whether you want to post any previously unposted credit notes, or credit notes that have been created for any customer returns.
This will also post any unposted invoices or invoices for orders.
If you are posting unposted invoices and credit notes, select from the following range of choices.
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All customers |
You do not need to enter any criteria. |
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Single customer |
Select the customer account. |
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Range of order/return dates |
Select the From and To dates for the range of orders. |
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Range of invoice/credit notes dates |
Select the From and To dates for the range of invoices. |
If you are posting credit notes for returns, select from the following range of choices.
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All returns |
You do not need to enter any criteria. |
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Single customer |
Select the customer account. |
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Single return |
Select the return number. |
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Range of return numbers |
Select the From and To numbers for the range of returns. |
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Range of return dates |
Select the From and To dates for the range of returns. |
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Range of credit note numbers |
Select the From and To numbers for the range of credit notes. |
|
Range of credit note dates |
Select the From and To dates for the range of credit notes. |