How To: Credit Sales Delivery

Table Of Contents

Create a Delivery Credit Note
Important Warning
Refunding a Manual Credit Note
Additional Information
Related Articles
See Also
If you need to refund or credit delivery charges for a customer, it is important to create the credit correctly. Following this process ensures that the delivery charge is credited to the correct nominal accounts and that VAT is calculated accurately.
Important: Do not enter the delivery value against a miscellaneous stock item. Doing so will not credit the Sales Delivery nominal correctly and may result in incorrect VAT calculations.

Create a Delivery Credit Note

  1. Open a Sales Order screen (show me how).
  2. Press Ctrl+N or click New to create a new transaction.
  3. Search for and select the customer you want to credit.
  4. On the [ Sales Orders | Details | Main ] tab, change the Type to Credit Note.
  5. Check that the Invoice Address and Delivery Address match the original transaction.
Note: This is important because VAT may have been determined using the delivery address.
  1. Enter the delivery amount you want to credit in the Delivery field and ensure the traffic light filter is set to Green.
  2. Add a miscellaneous stock item to the Credit Note with a value of £0.00.
  3. Update the description to something suitable, such as:
    Delivery Refund - Please See Invoice Total
Note: A Credit Note must contain at least one stock item line for the transaction to be processed correctly.
  1. Press Ctrl+S or click Save.
  2. Press Ctrl+I, or right-click and select Goto > Goto Invoice from the context menu.
  3. Print the Credit Note.
  4. Click Move Next.
  5. Issue the Credit Note.

Important Warning

Do not enter the delivery value on the miscellaneous stock item line.
The delivery refund must be entered in the Delivery field of the Credit Note.
Entering the value against the stock item line will:
  • Post the credit incorrectly within Accounts.
  • Prevent the Sales Delivery nominal from being credited correctly.
  • Potentially calculate VAT incorrectly.

Refunding a Manual Credit Note

If you need to refund a manual Credit Note, the refund must be processed through the customer statement rather than from the Credit Note itself.
  1. Open the [ Customer | Detail | Statement ] screen.
  2. Follow the steps in How To: Refund a Credit Note via the Customer Statement.

Additional Information

  • Using the Delivery field ensures delivery refunds are posted against the correct delivery nominal account.
  • Matching invoice and delivery addresses helps maintain VAT accuracy.
  • The miscellaneous stock item acts as the required transaction line but should always remain at £0.00 when crediting delivery charges only.
  • Printing the Credit Note before issuing it provides a record that can be supplied to the customer if required.

See Also

  1. Sales Order screen

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