How to Credit Note Sales Invoices in Foodics Accounting

Credit Note or Sales Return

A credit note is issued when a customer wishes to return an item.

You can create a credit note for a customer by following these steps:

1. Sales > Invoices > Credit Notes > New Credit Note

2. Select the customer > choose the issue date of the credit note > select the items > select the branch > choose the reference.

3. After entering the data, choose either:

• Save: saves the credit note as a draft
• Post: posts the credit note and sets it as "Awaiting Payment"

You can also add a credit note to an existing invoice by following these steps:

1. Sales > Sales Invoices > Select the invoice you want to add a credit note to

2. Invoice Options > Select “Edit”

Note: The invoice must be unpaid.