From the stock sale dashboard, search for and open the details page of the stock sale you need to raise a credit note for.  Click Create Credit Note to raise a new credit note.

The credit note will be created with all the information from the stock sale.

All fields are editable, however on the following should need to be edited:

  • Return Items to Stock - Select if the FIFO products being credited are being moved back into stock on hand in a to be resold etc.
  • Qty - Select the quantity of the lines that are being credited.

Remove any rows that aren't being credited by click the X on the end of each line.  Click Save Credit Note when complete. A draft credit note will then be created.   Confirm everything is correct and click Approve.

Print and email the credit note to the client as required.