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Print credit notes

Open: Sales Order Processing > Document Printing > Print Credit Notes.

1. Choose whether you want to print credit notes for All returns, Range of return nos, Range of return dates, Single customer or a Single return.

2. Select Layout to sort the returns by layout. Select the relevant layout from the drop-down list. The layout is specified in the customer account Documents tab.

3. Click Display.

   A list of credit notes is displayed. You can select a specific credit note, or click Select All to choose all displayed credit notes.

4. Enter the Print details.

   Credit note date	Enter the credit note date. This is the: Tax point date. Date the transaction is posted to the customer's account and the ledgers. Date used to age the transaction.
   Use credit note only	Select this to specify an alternative credit note layout. Choose the layout from the drop-down list. This overrides the credit note layout specified as the default layout in the customer's account. Credit notes layouts are created in the Credit note layouts window.

5. For foreign currency credit notes, select the Exchange Rates tab to view or amend the exchange rate used to process the credit note.

   This tab is only visible if you have selected Use exchange rates when printing invoices and credits in the Operational settings tab in Accounting System Manager System Settings.

   Note: If this tab is not visible, the exchange rate set when the return was entered is applied to the credit note.

6. Click Print to print any selected credit notes, or click Print All to print every credit note in the list.
   • If any credit notes fail to print, a warning message appears, enabling you to view the details of the credit notes that have not been produced. These are displayed in the Print Credit Notes window. This only occurs when the system detects the tax, goods or summary totals of the credit note will be negative.

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