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Thread: HOW TO PROCESS A CUSTOMER CREDIT NOTE/SALES CREDIT

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    HOW TO PROCESS A CUSTOMER CREDIT NOTE/SALES CREDIT

    Hi there, please assist
    How do I process a customer credit note/sales credit in Pastel Xpress 11?
    Do I also include (01) in the tax column and a contra account?

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    Platinum Member Mike C's Avatar
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    Hi Ani. I am not sure I understand your question as to the contra account. To process a customer credit note you go to Process / Customers / and under the "Document type" in the top left hand of the Invoice you select "Credit Note".

    When you come to the section on the credit note requesting "Original Invoice" - tab past it and it should list all the Invoices for that Customer and you can select the one that you want to match it to.

    If you charged VAT (01) on the Invoice you must us 01 on the Credit Note.
    An education isn't how much you have committed to memory, or even how much you know. It's being able to differentiate between what you do know and what you don't. - Anatole France

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