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Download or delete a customer credit note
When to use it
Use this guide when you need to download or delete a customer credit note.
Before you start
- Open Credit Notes from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
A credit-note document can be downloaded, or an eligible incorrect note can be removed.
A credit note records a reduction in what the customer owes. Approved item credits can also change received/rejected quantities and stock treatment; a discount credit has different effects.
Steps
- Use View on the credit note and check the document. Choose Download Credit Note on its details page to download it.
- To remove an incorrect eligible note, choose Delete in the list and review the confirmation before Yes, Delete.
- Check the result in the list.
Screenshot to add: Credit Notes: download or delete a customer credit note. Capture filename: images/download-or-delete-a-customer-credit-note.png.
Restrictions
Approved notes cannot be deleted through the list. Deletion requires delete access and is different from declining a note.
If something went wrong
For an incorrect downloaded copy, check the selected note and saved source values, correct the source where eligible and download a replacement. Identify the corrected copy to anyone who received the earlier one.
After an unclear Yes, Delete, check the list before repeating deletion. If the wrong eligible note was deleted, give Finance its reference, customer, order and amount. There is no restore control in this guide; agree any replacement before creating it. Approved notes cannot be deleted through this action.
Check the correction
Check the list result and the reference on any replacement document. Confirm the correction has not duplicated a credit against the same order.