Menu Path: Customer > Credit Memo > Create
- Select Branch;
- Search for Customer, and 'Submit';
- Select the Salesman and click Change;
- Key in Other Details
- Reference ID
- Remarks
- Invoice PKID For Contra
- Date
- Select Related Documents type invoice and key in the PKID, and click Set Details;
- Add GL Code, remarks and an amount in Debit or Credit side, select Tax Code. Then click 'Add Item'.
- Multiple items can be added into the same transaction.
- Click 'Remove' to delete the item.
- Finally, click 'Confirm and Save'.
- To reprint, click on the Optional tab and key in the PKID of Credit Memo.
- Select a Template, then click 'Reprint'.
Permission to allow Create Customer Credit Memo after locked GST filing cycle:
- This error shown as the image below refers to the locked filing cycle which disallows performing other transactions.
- To allow transactions to be performed after the filing cycle is locked, refer here.
- Want to know more about Credit memo to supplier? Let's GO.
Related Wiki Pages:
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