Create a credit note from an issued invoice or as a standalone document.
Required LRM Access: Owner
1
Generate a Credit Note from an issued invoice
When using this pathway you must create a credit note for the full value of the invoice, regardless if it is unpaid, fully paid, or partially paid.
- Navigate to LRM > Finance > Selected Invoice > Invoice Details
- Click Action > Generate Credit Note
- Enter:
- Reference
- Public Notes
- Private Notes
- Click Add Credit Note.
If the invoice was paid fully or partially you must specify how the excess credit will be handled:
- Stored against debtor account
- Refund payment
Generate a Credit Note from the Credit Notes Table
1
Add Credit Note Drawer
- Navigate to LRM > Finance > Credit Notes
- Click on Add Credit Note
On the Add Credit Note drawer:
- Search for a Debtor (Learner / Workplace), then click on Select.
- Issue Date: The date is set to today’s date and cannot be modified.
- Enter the following fields if applicable:
- Reference: This will be displayed on the Credit Note.
- Public Notes: These will be visible on the Credit Note.
- Private Notes: For internal use only and will not appear on the Credit Note.
2
Add / Remove Credit Items on the Add Credit Note Drawer
- To add a Credit Item:
- Navigate to the Credit Items section.
- Click on Select…, and the Credit Items dropdown options will expand.
- Update the Quantity if required.
- To add another Credit Item, click on Add Credit Item.
LEARN MORE: How to Setup Finance Items Dropdown.
- To remove a Credit Item:
- Click on the “x” located at the end of the row.
- If the Credit Item does not appear in the dropdown:
- Navigate to LRM > Settings > Configuration > Dropdown Lists > Finance Items.
- Search for the Finance Item to avoid creating duplicates.
Notes: If the Finance Item’s status is set as Inactive, it will not appear in the Credit Item dropdown options.
3
Add / Issue Credit Note
Once you have completed Step 1 and Step 2, the Add Credit Note button will be enabled.
- Click on the Add Credit Note button, and a Credit Note Created Successfully message will appear.
- The newly created credit note will be displayed at the top of the Credit Notes table.
