Creating Sales Credit Notes

There are several ways to create a sales credit note.

Note:

If custom input forms have been enabled in your organization, how you create, edit and view documents might differ from what is described in the Accounting Help. Contact your administrator for assistance.

Converting from an Existing Sales Invoice

For more information, see Creating a Credit Note from a Sales Invoice.

Creating from Scratch

You can create a sales credit note from the sales credit notes home page.

Creating from a Billing Document

If the Billing Document to Sales Invoice or Credit Note integration is enabled in your org, you can also create a sales credit note from a billing document.

For more information, see Billing Document to Sales Invoice or Credit Note Integration and Creating Sales Credit Notes from Billing Documents.

Creating a Sales Credit Note by Duplicating an Existing Sales Credit Note

You can also create a sales credit note by duplicating an existing sales credit note.

For more information, see Duplicating Sales Credit Notes.

Creating from a Billing Event

If Services Resource Planning (SRP) is installed in your org, you can also create a sales credit note from a billing event in PSA. See Billing Events to Sales Invoices or Credit Notes Integration for more information.