What Sales Credit Notes are
A Sales Credit Note (SCN) is a credit issued to the client — reducing an amount previously invoiced. Like Invoices, Sales Credit Notes can include custom line items and can be synced to your accounting software.
Viewing Sales Credit Notes
Open a project and click Sales Credit Notes in the sidebar under Contract Management. The table shows all Credit Notes with their number, reference, status, subtotal, VAT, total, and payment status.
Creating a Sales Credit Note
- 1
Click Create Sales Credit Note in the top-right corner.
- 2
Enter a Reference.
- 3
Set the Date.
- 4
Select Payment Terms from the dropdown, or create new terms inline.
- 5
Select the Project Address and Invoice Address.
- 6
Optionally select a VAT Rate and Default Accounting Account (if a provider is connected).
- 7
Optionally add Notes.
- 8
Click Create.
Adding custom items
Click Add Sales Credit Note Item in the header to add line items. Enter a Description, Quantity, Value, and VAT Rate. The total value is calculated including VAT.
Tick Continue adding items to keep the form open for adding multiple items.
Syncing to accounting software
Click Sync to Xero or Sync to Sage in the header to push the Credit Note to your accounting system. The process works the same as Invoice syncing.
Link with Issue
From the Actions dropdown, choose Link with Issue to attach this Sales Credit Note to a project Action. Search by issue number or title. Once linked, the Action's linked-records list shows this Credit Note. Each Credit Note can be linked to a single Action.
Next steps
- Invoices — manage Invoices that Credit Notes may relate to.
- Payment Notices — manage Payment Notices upstream of invoicing.