he Add Credits page enables you to create credit notes for existing Customers during the sales process. If you want to add a customer credit but do not have an associated sales invoice, you can create a free credit.

Adding a Credit Note

1. Go to Sales | Credits | Add Credit. If you want to add a credit without linking to a sales invoice, see Adding free credit.

You can also add a credit from the following pages:
Go to Sales | Orders | View Sales Orders. Open the required sales order and click the Invoices tab. From the Action cog, click Credit.
OR
Open the Sales Invoice and from the Action cog, click Credit.

2. Enter or select the Sales Invoice Number. 

When you are crediting a sales invoice but already have a credit available, you will be prompted (via a dialog box) informing you of the duplicate credit. You can create a new credit note or load the existing credit note.

2. The relevant details will be automatically filled in from the sales order and will be read-only. You can edit the following fields:

   • Exchange Rate: This will be automatically updated based on the system setting, but you can update if required.

   • Credit Date: Date when it is posted to your integrated Accounting Provider.

   • Warehouse: This is the warehouse that you are crediting to and where the stock will be returned if applicable. 

   • Template: Select a Document Designer template for printing the credit note.

3. The products added to the sales order are displayed. Update the required values for the credit lines: 
   1. Delete any lines which are not being credited using the delete icon.
   2. You must either credit the price or stock.
   3. You must select the Return checkbox ONLY if you want the product quantity to be credited back into stock. Use the action cog to check or uncheck the Return checkbox for all lines. 
   4. DO NOT select the Return checkbox if you are only crediting the price.
4. Select the return reason from the Reason drop-down list.
5. Add or edit the comments for your reference.
6. The charge lines display any additional charges added on the sales order. These fields are read-only and you can delete the charge lines if you do not want to include them on the credit note.
7. Click Park if you want to make changes later or click Complete if you have completed the process.

When completing a credit, if you have selected the Return checkbox, the products will be returned into stock and the details will be sent to the integrated accounting provider.

Adding Free Credit

If you want to add a customer credit without an associated sales invoice, you can use the Free Credit option.

1. Go to Sales | Credits | Add Credit.
2. Click Free Entry.
3. Specify or select the Customer Code. Some of the fields will be automatically filled-in. You can edit the following fields:
   • Credit Date: Date when it is posted to your integrated Accounting Provider. 
   • Warehouse: This is the warehouse that you are crediting to and where the stock will be returned if applicable.
   • Reference: If you need to enter a reference number for the credit you can enter it here.
   • Template: You can select a Document Designer template for printing the credit note.
4. Enter the Credit details:
   • Specify or select the product.
   • Quantity and Price: Specify the Quantity and edit the Price if required.
   • Reason: Select a reason from the drop-down list.
   • Return: Select the checkbox if you want to return stock to be available for sale.
   • Comments: Add any related reference details.
5. Click Add.
6. Click Park if you want to make changes later or click Complete if you have completed the process.

Automatic Disassembly

If you have a product that is flagged as auto-assembled and it has an associated Bill of Materials, then you will have the option to disassemble this product when returning it back to stock.

How Disassembly Works for Sales Credits 

When you credit a Sales Order that has auto-assembled products with a Bill Of Materials then:

1. Unleashed gives you the option to automatically disassemble the returned product.
2. If the Disassemble checkbox is selected, then on completing the credit, a disassembly is created for that product based on the Bill Of Materials.

Credit Note Tutorial

Free Credit Tutorial