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Once you have selected the relevant invoice and opened the Credit Note Entry screen you can specify the general credit note details. To do this, follow the procedure below.

How to Add the Credit Note Header Details

If the credit note date is to be other than the current date, select the relevant date in the Credit Note Date field.

Info

Note that the credit note date is the date on which the credit note is issued and the due date of the credit note will be calculated relative to this date based on the credit note terms that you select.

2.

In the Credit Note Type Account Group field, select the relevant account group depending on the general ledger account to be affected by payment of the credit note.

3.

In the Credit Note Terms field, select the relevant option depending on the payment terms that are to apply to the credit note.

The Credit Note Due Date field updates to display the due date of the credit note based on the date selected in the Credit Note Date field and the payment terms defined by the credit note terms you have selected.

4.

In the Bill To Contact field, select an agency user who will act as the agency contact person in the event the debtor needs to contact the agency regarding the credit note.