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title: "Refunds & Credit Notes"
canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31101009/Refunds%20%26%20Credit%20Notes"
format: markdown
---
Refunds & Credit notes can occur for any number of reasons. It is important that a Branch Manager be aware of the frequency of this occurring at his/her branch, the reasons behind the credit notes & refunds being raised, and the personnel performing these transactions. When Daily How From the  ProStix Main Menu  select  'Sales Analysis'  then  'Credit Notes   &   Refunds'. Input From Date, To Date = yesterday’s date Branch = yours. Zone = default Customer = default Sort by User Id = Yes Information Displayed Branch No, Customer No, Name or Transaction Type, Docket no, Date, Sales Order No, Reason, Product Description, Quantity, UOM, Unit Price, Extension & Total. Actions to Take Information review. Verify the credits & refunds performed and sign off on their validity. Specifically designed to show users who may be abusing Credit notes and Cash refunds. Investigate any errors. Checking margin to ensure correct reason code selected. Managers are encouraged to minimise the number of users with access to create refunds or credit notes. Manager or delegate must print, sign and file report daily as proof of review.