---
title: "Processing a Credit Note (SOP)"
canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31101610/Processing%20a%20Credit%20Note%20(SOP)"
format: markdown
---
To process a credit note, perform the following: 1. From the  ProStix Main Menu  select  'Sales Order Procesing' , then  'Order Processing' , then  'New  Credit Note' . 2.  Search for, then select the correct customer from the 'Customer Search' window. Note : if national contracts exist, from the 'Select Contract' screen, select the contract, otherwise select <F1> to proceed.   3. The 'Stock Return' screen is displayed. i. If you select  'No ', select the reason via the 'Credit Reason' screen. ii. If you select ' Yes ', select the reason via the 'Credit Reason' screen. Note : Selected reason codes may be configured to re-invoice the returned product after it is credited. This is shown through  'yes'  in the Re-invoice column. 4.  Enter in the original invoice number that the goods being refunded were sold on. Select <F3> to search. You are prompted to enter a product ID or leave blank to search all products on the invoice. Invoices for the selected customer is displayed for you to select via the <enter> key. 5. The required invoice is displayed in the 'Invoice:' field. Select whether all goods from the original docket are being credited or not by typing ' Yes'  in the 'Entire Invoice' field.  Note : If 'No' is selected, then the user is required to manually enter the product code being credited. 6. If no invoice exists in the system, and you still wish to raise a credit note, then select <F8> (No Invoice). This allows the product to be returned without linking it to an original sale. 7. Type , scan or search for a product number or select <F7> to bring up the  original invoice to select the product from. 8. Type  in the quantity, price or discount % if required or select <F1> to process  the line with the default values from the Product Master File. Repeat this step for all products  being credited. 9. As appropriate, add a new comment <F6>, access review mode <F8>, change refund lines <F7>, delete refund lines <F5> or end transaction <F4>.  10.  Select ' Release Order'  from the ' Options ' menu to automatically p rint the credit note and to credit the customers account.