3. Select By - choose Order Number Range or Account Code Range then
enter the first and last order or account codes to be included.
4. Credit Type - select whether to include All Types, or only Daily (for
accounts set up so that each order generates its own invoice), Weekly (for
customers set to get a consolidated invoice on a weekly basis) or Monthly (for customers set up on consolidated monthly invoice).
5. Click the Include a Date Range? check-box if you only want to view
orders for specific dates. Enter the date range required.
6. Click the Select Orders button. Credits that are not out with the default
acceptable profit margins, and that have not previously been put on query,
will automatically be ticked as ready to credit in the Credit? column.
7. You can untick any that you do not wish to print at this time. You can
unquery any credits that are ticked in the Queried column if you wish to
credit them now. Make sure the Credit? column is ticked for them.
8. Click the Print Credits button.
9. Choose where you want to print the credit notes from the Sent Report To
options. (more info)
10. Click Ok.
11. Confirm the Invoice Date. This date determines the period that the
credit notes in this batch will be posted to. Make sure you post them to the
correct month. The current Period End Date is displayed, showing the
month that your Sales Ledger is currently in.
12. Consolidate Nominal Transactions? - the box should be ticked so
that the nominal ledger accounts are only updated once with the batch
totals, rather that an entry for every individual credit note line.
13. If an Invoice Message is required, you can select a pre-defined Message Code from the drop-down menu, or skip the message code and
type your message directly into the white box. Click here
for instructions
on creating invoice and credit note messages.