Generating Credit Notes in Digitail helps manage product returns efficiently, ensuring accurate records and client credit management. This guide covers the essentials of creating, managing, and utilizing credit notes.

A Credit Note is issued when a product is returned or can be created for ad hoc purposes from the Health Card.

Ad-hoc Credit Notes can be used to pass a credit on a client's account. This credit will increase the client's credit balance.

Some reasons for passing this credit, include:

Use the 'Issue Credit' button from the Health Card to initiate this process.

Thereafter, enter the required details and complete.

The credit note will be available for printing and email from the Credit note Report or the Client Credit Balance Tracking modal.

Credit Notes generated from a product return detail the return, including product information, return date, and available credit amount. The credit calculation considers discounts, taxes, and fees from the original sale, and can be refunded or applied to another sale. Issued credit is added to the client's Credit Balance.

Find out more about Product Returns here.

Credit Notes can have three statuses:

The status of a Credit Note depends on the amount of credit available for the client.

You can access the Credit Note Preview from the original sale by clicking on the icon next to the Credit, allowing you to review details and process any necessary changes or refunds.

To view all credit notes issued during a specific period, access the Credit Note Report. This report includes client information, status, values, and taxes for all credit notes within the selected timeframe.

You will require the appropriate permission to view this report.

Credit Notes are an important part of the return process and post-sale/transaction adjustment process.

Remember, Credit Notes have three different statuses, and the Credit Note Preview can be accessed from the original sale. If you need to view all the credit notes issued, you can access the credit note report.