Downloading Credit Note

Introduction

The Downloading Credit Note feature allows users to generate and download a credit note PDF for a return order directly from the Return Order Profile. Credit notes serve as the formal financial document recognizing a refund or price adjustment for accepted return items. Once generated, the credit note PDF can be downloaded for record-keeping, compliance, or sharing with the customer.

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Prerequisites

• The return order must have been reviewed and accepted.
• A credit note record must exist under the Credit Notes tab in the Return Payment Summary section.

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Steps to Download a Credit Note

1. Open the Return Order Profile for the relevant return order.

   

2. Navigate to the Credit Notes tab in the Return Payment Summary section.

   

3. Click the Kebab Menu.

   

4. Click Generate Credit Note.