How to give a customer credit for a rate difference or a discount after the bill

Not every credit note is goods coming back. A rate that was too high, or a discount agreed after the bill, is a note for an amount — it moves money only, never stock.

1. Open Sales, Credit Note (Amount). The form opens ready for an amount, with no goods to type.

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2. Choose the customer.

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3. Choose why. “Rate charged higher than agreed” and “Discount agreed after the invoice” are money only — the line under the box says no stock moves.

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4. Type the amount, its GST rate and a short description. The tax on it is real, and it reaches your GST return like any other note.

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5. Press F10 to save.

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