A Guide to the Evergreen Trading System

Credit Note

Credit Note is created from Sales Return. Please refer to the sales return guide for help.

Steps to create a new credit note:

  1. Open the Sales Return List: Application Menu - Sales Processing - Sales Return - Sales Return List
  2. Locate the sales return you want to process and click the Create Credit Note link at the right side to open the Credit Note screen.
  3. Make sure the billing information are correct.
  4. Make sure the products and their quantity / unit price are correct.
  5. Click the Save button at the bottom of the page to create this credit note.
System @ Branches

** This section applies to the application system installed at branches.

Steps to modify an existing credit note:

  1. A credit note cannot be modified once it is confirmed. You can only cancel it and create new one.

Steps to cancel an existing credit note:

  1. Open the Credit Note List: Application Menu - Sales Processing - Sales Return - Credit Note List
  2. Locate the credit note you want to cancel and click the Cancel link at the right side.