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📝 How to raise a Parts Credit Note without the original invoice number?

Ellie
Ellie
  • Updated

Question

I need to complete a Parts Credit Note without the original invoice number. How can I do this?

Answer

To raise a Part Credit Note without the original invoice number go to Parts > Sales > Credit Note:

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In here you will then need to enter an Invoice Number, Invoice Date and a Reason for Credit. Then click the No Document button:

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You will then need to raise the credit note to the correct customer (if applicable), enter an original reference number and correct account and add the correct amount of parts in the below screen:

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Once done, click Credit:

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You are then able to amend the handling charge, carriage and postage and packaging values by clicking amend:

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Or you can just click Credit and the payment options window will display:

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Choose a payment type and then click Add Payment. Then click Accept. 

The credit note will then print off and the process is now complete.