Issuing Credit Notes

This page contains instructions on how to issue credit notes

Overview

For cases when you need to issue credit notes to your customer (Student, Agent), you can do so by loading the original invoice that has been created and paid off and then following the instructions in this article.

BE ADVISED:

An invoice must have been created and paid off (status of Paid) in order to create a credit note.

see Raising Enrolment Invoice | Raising General Sales Invoice | Raising Invoices in Bulk, and Recording Payment.

NOTE:

The terms 'Credit Note' and 'Customer Return' are used interchangeably. A customer return is an invoice that has the invoice type of 'Customer Return'.

A credit note invoice does not need to have the exact amount of the original invoice. For instance, the provider may have a policy where refunds have a 10% deduction from the total of the invoice as a penalty or admin overhead fee.

Workflow

Outlining the step-by-step instructions on issuing credit notes

  1. Choose Accounting > Invoices menus on the side. Go to the STUDENT INVOICE LIST section, click the ACTIONS button against the paid invoice and select the Create Credit Notice option.

  1. A warning message will appear (screenshot below) asking you to confirm your action. Click YES to proceed.

  1. The STUDENT INVOICE LIST section will reload and show the credit notice that you just created. – Invoice Type: Customer Return, Status: In-Process, Total and Owing: negative amount.

  1. You can now proceed to the Recording Customer Returns Workflow to process the refund.

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