Sales Invoice: How to copy to a Credit Note

How to create a Sales Credit Note from a Sales Invoice, this might be due to incorrect pricing or wrong services/goods provided.

You may need to copy a Sales Invoice to a credit note where you have invoiced your customer for the wrong amount, sent wrong or faulty goods/services which your customer has returned.

1. To copy a Sales Invoice to a Sales Credit Note,

- click on Sales > Invoices and drill into the Sales Invoice number on the first column

- now click on Copy to Sales Credit Note on the top right of the Invoice.

2. You are now on the Sales Credit Note screen, all details from your Sales Invoice have been copied to your Sales Credit Note. You can edit the details such as references, dates but not the Customer.

Then click on Save when you are ready to complete the credit note.

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