How To: Credit Sales Delivery

To credit sales delivery for a customer please consider the following process that makes sure that the delivery is credited to the correct nominals within the Accounts:

1. Open a Sales Order screen (show me how).
2. Click the Press Ctrl+N or click  .
3. Search for the Customer you wish to Credit Delivery.
4. Change the Type to Credit Note on the [ Sales Orders | Details | Main ] tab.
5. Make sure the Invoice and Delivery Address match.
   Note: this may be required because the VAT could have been determined by the delivery address.
6. Enter the amount of delivery you wish to credit in the Delivery field and make sure the traffic light is green.
7. Add the Miscellaneous Stock Item for Credit with a Zero Value.
8. Change the Description to something like "Delivery Refund Please see Invoice Total".
   Note: As this is a credit note you need to have a stock item added for the credit note to take affect.
9. Press Ctrl+S or click  to save.
10. Press Ctrl+I or Right Click and from the Context Menu select [ Goto - Goto Invoice ].
11. Print the Credit Note.
12. Click on the Move Next button.
13. Issue the Credit Note.

Do not enter the delivery amount against the Miscellaneous Stock Item as this will not credit the Sales Delivery nominal within the accounts, also the tax may not be calculated correctly using this method!

Note: If you want to refund a manual credit note, this needs to be done from the [ Customer | Detail | Statement ] screen, see How To: Refund a Credit Note via the customer statement.

See Also

1. Sales Order screen