There are two types of credit notes :
- Credit note 100% of the amount
- Credit note with a discount on the invoice amount
To create a credit note, you must first have invoiced.
When you are on your invoice, the bottom right-hand corner shows : Create a credit note.
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Click on Create a credit note :
To create a credit note for 100% of the invoice amount, proceed as follows :
- Add the invoice date
- The state
- Choose if the credit note will be a standalone refund or not (see this tutorial to know when to use it)
- You can save as draft or save and validate.
To create a credit note with a discount on the invoice amount, proceed as follows :
- Add the invoice date
- The state
- Choose if the credit note will be a standalone refund or not (see this tutorial to know when to use it)
- Modify the Discount by adding the desired percentage, either by clicking in the Discount box, or by clicking on Define Discount.
- You can save as draft or save and validate.
When you click Save, blgCloud asks if you want to create a Return form.
You have three choices :
- Return the product
- Reassign
- Do nothing
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Either you return the product :
In this case click on “Return”.
The return form appears, you just have to fill it in to validate it.
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- Or you reassign the product :
In this case, select "Reassign". The next step will allow you to create an internal transfer so as not to return it to stock when you need it.
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Or you wish to do nothing
In this case, choose "Do nothing".
Your credit is created !