How to Apply Credit Notes for Goods Returned and Discounts to This Invoice?

• Customer Order and Payment: The customer placed an order in October 2023, and the payment was made in January 2024.

• Product Return and Exchange: In July 2024, the customer returned a product valued at RM550. To replace this, the customer agreed to exchange it for another product valued at RM450, requesting a cash refund of the remaining RM100.

• Credit Note Breakdown:

  • Return of product: RM550
  • Exchange for new product: RM450
  • Balance to be refunded in cash: RM100

• Required Actions in the System:

  • Create a credit note for the returned product valued at RM550.
  • Record the exchange for the new product valued at RM450.
  • Process a cash refund of RM100 to the customer.

1. Go to Sales Invoices:  Go to the "Sales Invoice" section 

   Select the Invoice to Edit: Click on the invoice you want to edit.

2. Create Credit Notes:

3.  Create the first credit note for RM 450 due to goods return.

（ Credit note must select the invoice items, otherwise, the goods return item will not be returned)

4. Create the second credit note for RM 100 due to a discount.

5. Return to the Invoice: Go back to the invoice you were editing. 

    Use a Credit Note: Click on "Use a Credit Note." 

6 Select Credit Note: Choose the  first credit note for RM 450 due to goods return to apply. 

7.  Create the second credit note for RM 100 due to a discount.

8. Create a Refund Transaction: Enter a negative RM 100 refund into this invoice and specify the refund date.

    Save: Click "Save" to complete the process.