Batch Customer Credit Notes

Use the Credit option to log any credit notes you have produced manually and sent to your customers. No printed document is produced. The amount of detail you enter per credit note is up to you, but for maximum control we recommend you enter every transaction line of every credit note. To save time, enter one line per credit note if you wish.

When you enter several credit note items from the same credit note, we recommend you give each one the same account code, date and reference, as these will then be grouped together and listed as the items that make up that single credit note. When you examine a customerÆs activity a single credit note will be shown as one line, however if you double-click on this line, the individual items that make up that credit note total will then be shown. Blank references are not grouped.

Note: (Financial Controller and Accountant Plus users only) You should only log credit notes here that have not been generated by the Invoicing option in Sage Line 50, otherwise the items will be credited twice in your customer records.