Create a Credit Note Bill Format for Purchasing Effortlessly

Credit note bill format for Purchasing

hi this is rachel with finale inventory and today i'm going to show you how to add a credit uh to a sales order invoice or the same process would apply to a purchase purchase order bill so the first thing you're going to do is you have your sales order it's done my sales order is fully shipped i've already added my invoice and let's say you know i need to credit my customer for these 10 20 shirts here so instead of five instead of 700 the total will be 500. so the first thing you're going to do is go to your settings application settings and for a sales order invoice you would go to selling and if it's for a purchase order the same uh steps would apply under purchasing but today we're going to do selling so you're going to go to selling adjustments and what i've done here is i've added a credit adjustment and you can allocate this however you'd like um you know i'm going to do not allocated so it does not go spread across all of our products and affect our cost of goods so we're going to hit save go back to our sales order or i guess we can go back to our invoice rather and we'll go to our invoice from today and what we're going to do is hit edit fields up here and we're going to add a new discount fee or tax and the adjustment we're going to add is called credit and click too fast it's a call to credit and i'm going to do negative 200 because i'm going to credit my customer back for these 10 shirts okay so now you'll see that the outstanding balance is 500 we have our credit of zero i'll hit save here and if you're curious you go back and look at the order it's not reflected on the order because the order has not changed but the invoice has changed to reflect that credit now you can still use that credit uh you can add that credit to the invoice as well using the same steps to edit that add the adjustment here's the credit and we could you know we could do negative 500 if we wanted to come back to our sale so now the total is 200 and say we wanted to update our invoice to to match our our order so you would hit edit update items from order update invoice and here you can see now it matches our order exactly the credit of 500 is now reflected on the invoice so there's two ways you could do it you could do just the invoice credit or you could change the order and have the invoice match the order it's up to you but either way you still need to add that credit adjustment from your settings selling and the adjustment here all right if you have any other questions please feel free to reach out to us at service finale inventory dot com