Other Debtor Credit Notes

Other Debtor Credit Notes

This article explains how to create, edit, copy and remove credit notes for other debtors.

Finance > Debtors: Credit Notes

Create a credit note

  1. Click the Create a credit note button.

  2. Select the relevant other debtor by clicking the drop-down arrow.

  3. Click Continue.

  4. Enter the date of the credit note.

  5. Indicate whether it is a tax credit note (only available if registered for VAT).

  6. Indicate whether the credit note should automatically adjust the debit order amount (only applicable if the debtor pays by debit order and the debit orders have not yet been submitted).

  7. Enter the amount of the note.

  8. Enter a description.

  9. Under Item, type a new item or select an existing item via the drop-down.

  10. Enter the quantity and unit price.

  11. Indicate whether VAT is included or excluded.

  12. Select the relevant project or general ledger account.

  13. Add a line or remove unnecessary lines if applicable.

  14. Select to save the credit note temporarily, or save and send for approval. The balance not allocated must always be zero, otherwise you cannot save the credit note.

Edit a credit note

  1. If a credit note has been saved temporarily, click the radio button and then click the Edit button.

  2. Make the necessary changes and click Save temporarily or Save.

Copy a credit note

  1. Select the credit note by clicking the radio button next to the note.

  2. Click the Copy button.

  3. The system will ask whether you want to make a copy. Select Yes or No.

  4. If you selected Yes, the system will save the credit note as temporarily saved where you can edit it.

Remove a credit note

  1. Select the credit note by clicking the radio button next to the note.

  2. Click the Remove button.

  3. The system will ask whether you are sure. Select Yes or No. (Note: only temporarily saved credit notes can be removed.)

Frequently asked questions

Can I search for a specific credit note?

Yes. Type any relevant data such as note number, debtor account or amount in the search field. All credit notes matching the criteria will be displayed.

What happens if the balance is not zero?

The credit note cannot be saved until the balance not allocated is 0.00. Adjust your item lines or total amount so that they match.

Can I edit a credit note?

No, only temporarily saved credit notes can be edited.

Last updated: March 2026  |  Version 2.0

© Copyright d6 group (Pty) Ltd.

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