To insert a Credit Note for expenses or services

1. Go to: Main menu > Suppliers module > Suppliers menu > Supplier Details > select supplier > Invoice.
2. In the Supplier Invoice window, type the credit note number in Invoice No.
3. Type the date of the credit note and your user code into Date and User.
4. Tab through to automatically populate Department field with the default department code
5. For each line on the credit note, in the GL A/c field, type the first few characters of the account code, then click the GL A/c arrow and double-click to select the general ledger account to which the expense or service relates.
6. Tab through to automatically populate the general ledger account Description or overtype with the information on the expense or service purchased. For example, A4 envelopes.
7. In the Dept field, type the code of the department to which the item relates, if different to the Department field above.
8. In the Total field, type the negative GST exclusive amount for the item and press ENTER.
   • If the calculated GST amount is different to that displayed on the credit note, in the GST field, overtype the GST amount.
   • To clear a line from the credit note, select the line and click Clear Line.
   • To clear all lines from the credit note, click Clear All.
9. When all items on the credit note have been entered, click Save.