Credit notes for debtors and creditors

Credit notes

HandiLedger and HandiBiz allow you to create credit notes against a debtor or a creditor.

Credit notes

Credit notes for debtors:

1. From the Debtors menu, click Sales Adjustment. The "Sales Adjustment" window will open.
2. In the "Sales Adjustment" window, click New. The "Debtor Adjustment" window will open.
3. On the "Debtor Adjustment" window, under Adjustment Type, select Credit Note. The "Credit Note" window will open.
4. Complete the fields. (Leave the Invoice field blank if do not want to create the credit note against a specific invoice).
5. Click Save, and then Post to post the credit note.

Credit Notes for creditors:

1. From the Creditors menu, click Bill Adjustment. The "Bill Adjustment" window will open.
2. In the "Bill Adjustment" window, click New. The "Creditor Adjustment" window will open.
3. On the "Creditor Adjustment" window, under Adjustment Type, select Credit Note. The "Credit Note" window will open.
4. Complete the fields, (Leave the Bill field blank if do not want to create the credit note against a specific bill).
5. Click Save, and then Post to post the credit note.  

Program and version

HandiLedger, all versions

HandiBiz, all versions