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Accounting and Invoicing

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Issue a credit note

80 PE
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In this course, you'll learn to issue a credit note by practicing. If you are stuck on a question, we recommend watching the video tutorial, but it's optional.

To create a credit note, go to the related customer invoice and click ‘Credit Note’ or go to Accounting > Customers > Credit Notes. We recommend creating a credit note through an invoice, as it allows reconciliation and payment status automation.

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1. How can you create a dedicated credit note sequence?
By posting the credit note in draft and re-writing the sequence. By enabling the setting on the ‘Customer Invoices’ journal. By creating a specific ‘Credit Notes’ journal.
2. If you create a $100 credit note from a $100 invoice, what will the journal entries look like?
$100 from the Income Account in the CREDIT column and $100 from the Receivable Account in the DEBIT column. $100 from the Income Account in the DEBIT column and $100 from the Receivable Account in the CREDIT column. The journal entries remain unchanged when creating a credit note. The entries are the same as the initial customer invoice journal entries.
3. You invoiced a set of wine glasses and cutlery to a customer, but the glasses arrived broken. You want to refund only the glasses. How do you do it?
Create an invoice with a negative amount and wire transfer the amount to the customer. Bill yourself the glasses and wire transfer the bill amount to the customer. Create a note from the invoice and remove the cutlery from the credit note’s products, then confirm it.
4. You refunded only the set of wine glasses, the cutlery remains invoiced. You have not received any payment from the customer yet for that invoice. The credit note was created through the invoice, confirmed, and sent. What is the status of the invoice related to that credit note?
In payment. Fully paid. Partially paid.
5. When posting a credit note created from an invoice, what is the note automatically reconciled with?
The payment of the credit note. With itself. With the invoice.
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