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credit_note [2013/05/02 16:45]
sean
credit_note [2014/11/26 10:11] (current)
richard
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 ====== Creating a Credit Note ====== ====== Creating a Credit Note ======
  
-The best way to learn about credit notes is to watch this short (30 seconds) video: +{{ ::credit_note_refund.png | }}
- +
-<​html>​ +
-<iframe width="​560"​ height="​349"​ src="​http://www.youtube.com/​embed/​p2SAb3Hu-Sg"​ frameborder="​0"​ allowfullscreen></​iframe>​ +
-</​html>​+
  
 To create a credit note for a patient: To create a credit note for a patient:
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   - Choose the Invoice that is to be credited. This will assign the credit note to the same Medical Centre and Account as the Invoice.   - Choose the Invoice that is to be credited. This will assign the credit note to the same Medical Centre and Account as the Invoice.
   - If you have VAT/GST enabled, you'll also be asked to enter the tax rate to be applied.   - If you have VAT/GST enabled, you'll also be asked to enter the tax rate to be applied.
 +  - Credit Note Allocation: Refund v's Credit on Account
 +    - - If this is refund then check the 'Check if this is a refund'​ checkbox and optionally enter a note that will be saved on the Sales Ledger e.g. refunded to Credit Card.
 +    - - If the credit note is to be held on account for allocation against later transactions ignore the checkbox
   - Press //Save//.   - Press //Save//.
  
 You can now choose email and/or print the credit note. You can now choose email and/or print the credit note.
 +
 +**NB:** Marking the Credit Note as a refund updates the Sales Ledger with a balancing entry showing that a credit was raised and then discharged
  
credit_note.txt · Last modified: 2014/11/26 10:11 by richard
 
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