1. Sales - select Invoices - Credit notes
Click on the link "Credit Notes"
List of Credit notes - Add a new Credit note
Note: If there is an invoice in MetaKocka for which you want to create a credit note, please create a financial or goods credit note.
Add new credit note
3. Enter the header of the credit note
1. Select the customer for whom you are issuing the credit note.
2. Choose the type - Manual (select this only if there is no invoice in MetaKocka).
3. Select the warehouse to which the stock will be returned.
4. Enter the invoice number from the previous program (if you are creating a credit note for an invoice from the previous program) or use the sample number 1-mk-1.
5. Enter the invoice date (if you are creating a credit note for an invoice from the previous program) or use today’s date as a sample.
If you want to track the reason for the credit note, set it and enter it.
4. Select the items that the customer has returned
By clicking on "Add Item", select the items that the customer has returned, enter the quantity and the price.
5. Save the credit note data
Save the Entry by clicking on Save.
6. Print the credit note
Once you have saved the credit note, print it by clicking the "Print" button.