title | description | author | ms.author | ms.topic | ms.custom | ms.date | ms.reviewer | ms.search.region | ms.search.validFrom | ms.dyn365.ops.version | |
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Create a credit note against a sales invoice |
Learn how to create a credit note against a sales invoice, including processes for creating sales orders and posting invoices. |
epodkolzina |
epodkolzina |
how-to |
|
06/04/2019 |
johnmichalak |
India |
2019-06-01 |
10.0.4 |
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Go to Accounts receivable > Sales orders > All sales orders.
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Create a sales credit note for a taxable item.
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In the Original invoice number field, select a value.
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Verify that the Original invoice date field is automatically set based on the original invoice number that you selected, and then save the record.
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Select Tax information.
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Select the GST tab.
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Select the Customer tax information tab.
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Select OK.
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On the Action Pane, on the Sell tab, in the Tax group, select Tax document.
You should see something that resembles the following example:
- Taxable amount: -5,000
- IGST: 20 percent
- CESS: 1 percent
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Select Close.
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On the Action Pane, on the Invoice tab, in the Generate group, select Invoice.
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In the Quantity field, select All.
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On the Others tab, verify that the Invoice type field is set to Original.
[!NOTE] You can post a revised credit note by selecting Revised in the Invoice type field and then adding a reference to the original credit note.
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Select OK, and then select Yes to acknowledge the warning message that you receive.
- On the Action Pane, on the Invoice tab, in the Journals group, select Invoice.
- Select Voucher.
Note
You can create a sales credit note through the general ledger and a free text invoice.
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