Credit Note

Sales reports should first be configured in Report Selection - Sales.

You can print the report from the list or card of Posted Sales Credit Memos.

The options we can set for the currently printed report are shown below:

Sales credit memo request page

More: Default settings

Tip

On the posted document, use N24CR | Change the line description field to modify selected fields. Learn more

Tip

The description of the total amount due depends on the amount sign. For a negative amount, Total to return is shown; for a positive amount, Total to surcharge is shown.

🚀 Print a credit note

  1. Set the Debit/Credit Note field on the sales credit memo.
  2. Print the document from the list or card of Posted Sales Credit Memos.

You can mark the field before posting the document or afterwards by using the standard Update Document action.

📊 Differences from a credit memo printout

A credit note is printed from the same source document as a sales credit memo. The document marker changes the report layout but does not change the document data or amounts.

Area Difference in the credit note printout
Document name The printout header changes to Credit Note.
VAT clause and specification The VAT clause, VAT specification, and VAT specification in local currency are not printed.
Document lines The VAT column header and values, VAT identifier or rate, and VAT-inclusive amounts are not printed.
Summary The VAT total is not printed. Document amounts and the total amount due remain unchanged.
Tip

In the general CORE Printouts settings, select the number series for automatic marking of Credit Notes in the Accounting Notes section. Learn more