Credit Note Corrections

Allows users to:

1.Reassign credit notes between customer.

2.Change the sales rep (salesperson) on a credit note.

3.Delete a credit note

Credit Note Corrections

Reassign credit notes between customers.

Directly move the credit note from one customer to another with Smart-Its built-in tool..

Go to: Ledger > Corrections > GL Transactions and select the Credit Note tab.

1.Enter the credit note number to change.

•The current customer will display..

2.In the Change to Customer field, select the new customer.

3.Click Process

Change the representative (salesperson) on a Credit Note.

Go to: Ledger > Corrections > GL Transactions and select the Credit Note tab.

1. Enter the credit note number

•The current sales rep will be displayed.

2. Select the new sales rep.

3. Click Process

Tip: To auto-fill in the credit note number:

Go to: Ledger > Gl Details

1.Right-click the credit note.

2.Select Correct This Entry

3.The credit note number will auto-fill in the correction tab.