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Printing credit notes

When you have agreed to the return of goods or a refund for a service that you have provided, you need to print credit note documents to send to the customer. You must keep a record for your own tax records.

You can print credit notes for a customer provided these have not already been printed and the return is not on hold.

You can:

• Change the exchange rate for foreign currency credit notes.

  You must have selected Use exchange rates when printing invoices and credits in the Operational settings tab in Accounting System Manager System Settings.

• Choose the credit note layout that you want to use.

  This is specified by default in the customer account Documents tab. You can override this when you print the invoices.

You can reprint copies of credit notes. If necessary, you can change the customer's address on the copy credit note.

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