Maintaining Credit Notes

Credit Notes can be maintained via the DB Credit Note form, which can be accessed from the Financials menu by selecting Debtors > DB Vouchers > DB Credit Note:

To view an existing Credit Note, add the Reference number to the  field and click on the  button.

Alternatively you can search for a Credit Note by clicking on the Find Credit Note button located immediately to the right of this field: .  The DB Find Credit form will be displayed, which is further detailed in the Find Credit Note section.

The Credit Note details will then be added to the form:

Amendments can be made to some non-grey fields on the form or to the Lines within any Grid that is displayed at the bottom of the form.

The following buttons may be available:

• : Clicking on this button will save any further changes to the form, including any changes to the Lines in the Grid.
• : Clicking on this form will delete the Credit Note.

• : Clicking in this button will clear the screen and no changes made will be saved.
• : Clicking on this button will open the DB New Credit Note Allocation form and allow you to allocate the Credit Note to a Sales . This is further detailed in the Credit Note Allocation section..
• : If enabled clicking on this button will allow you to add further Lines to the Grid at the bottom of the form.  If there is no Grid, clicking on this button will create a Grid.
• : This button will be enabled if the Status field is at  and clicking on this button will either authorise the Credit Note or move it to  if further authorisation is required.  If the Status field is at  this button will only be available if your user settings allows you authorise Credit Notes,
• : Clicking on this button will open another screen detailing audit information on the Credit Note.  This is further detailed in the Audit Info section.
• : Clicking on this button will allow you to add a note to the Credit Note.  Where this button is displayed as  there are existing notes that can be viewed.  Notes are further detailed in the Notes section.
• : Clicking on this button will open the DB Credit Note Enquiry screen that provides full details of the Credit Note.  This is further detailed in the Credit Note Enquiry section.
• : Clicking on this button will create a duplicate of the Credit Note.  This will allow you to create Credit Notes with similar details.