# How To: Create Credit Notes

_By Brandon Munn · Dec 9, 2024_

When you need to enter a **Credit Note** for an **Outlet**, go to **Sales** → **Credit Notes**.

Here you will see a list of all the previous **Credit Notes** created. To create a new one, click **Create** **Credit Note** in the bottom right of the screen.

![](https://vault.featureos.app/uploads/attachment/upload/f71c3166f0c1774bd4dbbbe8e201256e.png)

#### **Create Credit Note**

Any field with an asterisk (\*) is mandatory and needs to be filled out.

-   **Select Outlet** - Choose the **Outlet** you wish to credit. The **Outlet** must already be in the system. 
    
-   **Price List** - This is automatically set to the **Outlet's** default option. However, you can change it using the dropdown list.
    
-   **Order Type** - This is automatically set to the **Outlet’s** default option. However, you can change it using the dropdown list. This will ensure any Duty credited will be in the correct box on your **Duty Return**. Select from the following:
    

1.  Export - Duty Suspended
    
2.  Full Price - Duty Paid
    
3.  Full Price - Duty Paid Elsewhere
    
4.  Price Excluding Duty - Duty Suspended
    

-   **Dispatch Date** - This date is used to decide the **Duty Rate**. The **Duty Rate** applicable on this date will be used for the **Credit**.
    
-   **Credit Date** - The date of the **Credit Note** and any **Duty** reclaimed will be on the **Duty Return** for that date.
    
    Be aware that the **Credit Date** should not fall in a period of any previously closed **Duty Return** if the **Duty Return** has already been sent to **HMRC**.
    

Now, **Find Products** you wish to **Credit** using the drop-down menu. If the credit is not against a specific **Product** you may wish to set up a ‘Credit’ **Product** to be used.

Click **Add**. You will then need to fill in the details of the order line.

![](https://vault.featureos.app/uploads/attachment/upload/83cf441764ceb9f3a53963c91f694f85.png)

#### **Add Line:**

You will need to check the **List Price** that has been auto-filled as well as the **Discount Price** , making any changes required, especially if the **Outlet** uses cumulative discounts. Then enter the **Quantity**.

Once adding this information you can then choose whether the item(s) are to be **Restocked**..

If the Products are to be **Restocked** , select the **Stock Location** you wish it to be returned to and enter the **Quantity**. The **Products** will come back in **Stock** once you post the **Credit Note** to **Accounts**. You can check this by going **Stock** → **Stock Transactions** once it’s posted.

Once you have finished adding the details, click **Save**.

Next, fill in the follow details:

Once you have filled in all the information, click **Save**.

You can now click to **Preview** the Credit Note, **Go to Outlet** or **Email Credit Note**.

The email address used will be the one provided in the **Credit Details** section. Once clicking **Email Credit Note** , you can check if it’s successful in **Email Audit**. This is found by going to **Administration** → **Email Audit**.

Once you have added all the details you wish to the **Credit Note** you can **Close** the page using the button in the bottom left corner. You can go back and edit this at any point as long as the status is **Open**.

#### Completed and Post to Accounts

When you wish to **Post** the **Credit Note** to **Accounts** you will first need to mark it as complete. To do so, go to **Sales** → **Credit Notes** and click on the 3 dots under the Actions column for the **Credit Note** you wish to complete.

Once you have marked the **Credit Note** as **Complete** you will no longer be able to edit it unless you go back and mark it as **Uncomplete**. When the **Credit Note** is marked as **Complete** you will be able to see it ready to post to accounts by going **Administration** → **Accounts Posting** → **Transactions**.

Once the **Credit Note** is **Posted** to **Accounts** you will not be able to make any edits to it. If products were to be **Restocked** after **Posting** to **Accounts** you will see evidence of it returning by going to **Stock** → **Stock Transactions**.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-create-credit-notes)