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Unwanted credit note created after raising customer after sales reject

When we do a Customer After Sales Reject, can we prevent a credit being raised for the order as this is causing a discrepancy in our account package when we export.

J
Written by Jes Foxall-Beckley
Updated over 2 weeks ago

A credit note will only be raised from a reject, if the order has already been invoiced. There is no way to prevent this. You will need to cancel the credit note instead.

  1. Go to Sales

  2. Click on Credit Note Menu

  3. Select Credit Note Maintenance

  4. Press Cancel C/Note

If you cannot cancel the Credit Note it is because it has been exported to a batch of invoices. If that is the case do the following:

  1. Under the column 'Export to [Accounts Package]' there will be a batch number. Click on the number and it will open the batch.

  2. Press F3 to delete the Credit Note from the batch. Note: You will need to delete the Credit Note from your equivalent accounting package as well.

  3. You will now be able to cancel the Credit Note using the Cancel C/Note button

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