Sage: Service Credit Note

Service Credit Note

A Service Credit note can be easily issued using the duplicate or credit icon at the bottom of the invoice list.

Using the Duplicate Button

Highlight the customer invoice and click on duplicate.   Using the drop-down arrow change “Type” to Credit (You may also require changing the date).  On the Item Line, use the Smart Link to open the edit item list.  You will note the description remains as per invoice description however the details have changed along with price.  At this stage the description can be changed, if left it is the description that shows in the activity and statements.  Close to return to credit note.

Highlight to print & update as per service invoice.   **Using the duplicate option the credit note will remain outstanding and not linked to the invoice.

You will note by using either option the invoice you are duplicating/crediting will be confirmed at the very top corner (i.e.  service credit from invoice <7> )  Brilliant if you would like to quote the invoice number in the credit details

Using the Credit Button

Highlight the customer invoice and click Credit button.   Follow instructions as per above duplicate however you will be given the option to update the credit to the invoice if you print straight away.

This may not suit your business if practice is to show the credits on customer statements.  This would however be useful if an invoice has been raised in error and you do not want to show on statements or leave as an item to update on bank receipts.

These tutorials are provided exclusively to OpenTuition.com by CBK Training, in Association with Complete Book-Keeping Ltd

** Book your Sage 50 Classroom Training – Ringwood **
Courses : Sage 50 : Credit Control : VAT : Sage Payroll Basics