--- title: "Process a Credit Note" canonical: "https://kb.myframeworks.com.au/space/CO/30521982/Process%20a%20Credit%20Note" format: markdown --- You can process credit notes in Frameworks to handle customer overcharges or stock returns. This guide walks you through creating and processing credit notes step by step. > Macro (include) ## What You Need to Know Credit notes can be created for two main reasons: - **Overcharge**: Customer receives a refund for part of the order price with no stock movements - **Stock Return**: Customer returns stock from an order and stock movements are required ## How to Process a Credit Note ### 1. Creating a Credit Note 1. Click the **Frameworks Menu** and navigate to **Sales > Transaction Processing > Credit Notes** from the navigation tree. 2. Click **New** to open the **Credits & Refunds Maintenance** screen. ### 2. Adding Header Details 3. In the **Customer** field, start typing the customer's name or ID. A list of suggested customers will appear for you to select from. Alternatively, click the **Search** icon to open the **Customer Finder** window. > ℹ️ **Note**: The **Customer** field defaults to **Cash Sale**. 4. From the **Type** drop-down menu, select either: - **Overcharge** for refunds with no stock movements - **Stock Return** for returned stock requiring stock movements 5. From the **Reason** drop-down menu, select the reason for the credit or refund. 6. If you have the original invoice details, enter the original docket number in the **Original Docket** field or click **Search** to open the **Transaction Finder** window. > ℹ️ You can search for a consolidated invoice by entering one of its original invoice numbers. The system will automatically identify and display the matching consolidated invoice. Refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for more information. > ✅ **Tip**: To find historical invoices from a previous system, use the **External Ref** field in the **Transaction Finder** window. 7. If applicable, enter the back order number in the **B/O** field. ### 3. Adding Product Details You can add products in two ways: **Method 1: Load from Original Docket** 8. If you entered original docket details, click **Load Details**. This adds the original transaction details to the product entry grid. **Method 2: Manual Entry** 8. If there's no original docket, click **Add** and enter the product code and corresponding details. You can add products using the barcode, alternate code, or supplier barcode. ### 4. Processing the Credit 9. Review any **restocking fees** or apply a **discount %** if needed to reprice a stock return credit transaction. 10. Choose how to process the credit: - Click **Refund All** to automatically refund all quantities on all order lines - Manually define each product line as required **For Overcharge Credits** When manually processing an **Overcharge** credit: - Enter the overcharged amount in the **Unit Credit** field - The price cannot exceed the original transaction price - The discount column defaults to zero and cannot be edited **For Stock Return Credits** When manually processing a **Stock Return** credit: - Enter the quantity being returned in the **Credit Qty** field - The quantity cannot exceed the original transaction quantity - The discount column defaults to the original discount percentage and cannot be edited (unless manually added without an original docket) > ⚠️ **Important**: Enable the **SopSpecCrd** flag to prevent credits being issued without stock returns for special products. This ensures credit returns match supplier returns and keeps stock accurate. 11. Click **Tally** to open the **Tally Maintenance** window if you need help returning tally products. ### 4. Finalising the Credit Note 12. If goods are being collected on behalf of a customer, click **Pickup Note**. This creates a pickup note printout for drivers. On the **Delivery Details** tab, ensure you've entered the customer's name and address or job site address in the **Deliver To** field. 13. Click **Finish** to process the credit note and open the **Tendering** **Window**. ### 5. The Tendering Window The **Tendering window** is used to process refunds and payments. This window is divided into several sections to help you complete the transaction efficiently.
For more information about the Tendering Window fields, click here. **Tendering Amounts** - **TO REFUND**: The total amount to be refunded to the customer. - **TOTAL GIVEN**: The total amount already entered for the refund. - **OUTSTANDING**: The remaining amount that still needs to be refunded. - **CHANGE DUE**: The amount of change to give the customer if the amount tendered is greater than the refund amount. --- **Tendering Summary** - **Type**: Lists the tender types (such as Cash, EFTPOS or Cheque) used in the transaction. - **Amount**: Shows the amount tendered for each type. - **Status**: Displays the status. --- **Pay Section** - **Tender Type**: Select the tender type from the drop-down menu. - **Amount**: Enter the amount to be refunded for the selected tender type. - **Refund**: Click **Refund** to process the refund. - **Mobile Number**: Enter the customer’s mobile number if required for receipts or notifications. - **Print Docket**: Enable this checkbox to print a receipt for the transaction. --- **On Account Section** - **Amount**: Enter the amount to be refunded to the customer’s account. - **Refund**: Click **Refund** to process the refund to the account. - **Credit Date**: Select or enter the date for the credit note using the **Date Picker** icon. This is used for backdating or postdating credit notes, depending on your security and configuration settings. > ℹ️ The **Credit Date** field is only visible if you enable the **Can Post Date Invoices** checkbox in the **User Maintenance**. > ℹ️ The Return to Account (**FWCanRefCshOnAcc in System Settings**) only works for cash customer refunds. To make the Return to Account button appear, first process a sale for a standard debtor, then refund that invoice. --- **Original Payment Details** This section displays information about the original payment, if available. - **Till No.**: The till number used for the original payment. - **Session**: The session ID or number. - **Tender Type**: The original payment method. - **Amount**: The amount originally paid. - **User**: The user who processed the payment. - **Info**: Additional information about the payment. - **Date & Time**: When the original payment was made. - **Status**: Displays the status of the payment. --- **Quick Tender Options** Use these buttons for fast entry of common tender types and denominations: - **$5 Cash, $10 Cash, $20 Cash, $50 Cash, $100 Cash**: Quick entry for cash refunds. - **EFTPOS**: For processing refunds via EFTPOS. - **Gift Card**: For refunding to a gift card. - **Cheque**: For refunding by cheque. --- **Action Buttons** - **Save/Close**: Finalises and saves the transaction. - **Close**: Closes the window without saving.
> ✅ ## Additional Information > ✅ > ✅ Refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for details on the user manual and features. > ✅ > ✅ Refer to [Miscellaneous Table Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401684) for more information on administrative setup. > ✅ > ✅ Refer to [Credit Notes Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408984) for system configuration options related to credit notes.