How To: Use a Credit Note in a Sales Order

Create the Sales Order following the procedure in How To: Create a New Sales Order.

1. Move to the [ Sales Order | Payment ] tab.
2. Drag and drop the credit note from the area under the payments grid onto the payment line in the payment grid.
3. Press Ctrl+S or click to save if the credit note fully covers the order value
   
   

If the order value is not fully covered, click above left of the payments grid.

1. Click on the newly created line and enter payment details for the remainder of the payment.
2. Press Ctrl+S or click to save the order.

See Also

• Sales Order screen