Credit Creation - File

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Credit Creation - File - Batch Print

Use this option to post a credit note to a batch for later batch printing. If you choose to batch credit notes, you have the choice to print now and/or later. Your files are updated only when you process the batch regardless of whether you choose to print now and/or later. The stock and debtor files are updated when the batched credit notes are processed.

Technical Tip

If you do not have this option, it is because the Disable Batched Invoices and Credit Notes field on the Invoicing Configuration screen is set to Yes – see "Edit - Program - Invoicing".

To post a credit note to a batch:

Process the credit to completion stage.

Refer to "Credit Note Creation Overview" for the steps involved.

Select FILE | BATCH PRINT.

Micronet displays the Credit Total screen.

Complete the following fields:

	Field	Value
	Sub Total	Micronet displays the subtotal of all lines on the credit note, excluding additional amounts such as freight, levies, surcharges and GST.
	Freight	Micronet displays any freight charged on the original invoice. If freight is not to be credited (as the goods were delivered), change this to zero.
	C/C Fee, Surcharge	Micronet displays any user defined miscellaneous charges set up in your company configuration and charged on the original invoice. In this example, it displays the credit card fee, and any small order surcharge applied to the original invoice. If these fees are not to be credited, change them to zero. For more information on small order surcharges, see "Edit - Program - Small Order Surcharge".
	Levy	Micronet displays the levy (if any) entered on the Credit Creation Header.
	Inv Discount	Micronet displays the discount (if any) entered on the Credit Creation Header.
	Inv Surcharge	Micronet displays the surcharge (if any) entered on the Credit Creation Header.
	On Time Discount	Micronet displays any discount the debtor received on the original invoice for paying the invoice on time. If the customer has already paid the invoice and received this discount, you need to make sure it is also included in the credit note so the customer doesn't get credited for more than they actually paid.
	WET	Micronet displays any Wine Equalisation Tax charged on the original invoice.
	Duty and Excise	Micronet displays any duty or excise charged on the original invoice.
	GST/Sales Tax	Micronet displays any GST or sales tax charged on the original invoice.
	Credit Total	Micronet displays the credit note total, taking into account all additional amounts entered on this screen.

When you have finished, select the OK button.

Micronet displays a message asking if you want to print the credit note now.

If you want to print the credit note now, select the Yes button.

Alternatively, if you just want to process the batched credit note and save the details for releasing later (e.g. after the end of month rollover), select the No button.

Micronet redisplays the Credit Creation screen.

Reference

To print batched credit notes at a later date, refer to "Sales - Print Batched Invoices and Credits".

If you selected to print the credit note now, Micronet displays the Select Report screen.

Select a format for the credit note then select Ok.

Micronet displays the Select Output Device screen.

Select whether you want the credit note displayed on screen, printed, saved to a specific type of file, faxed, or emailed in a specific format.

Reference

For more details on these options, refer to "Selecting the Output for Inquiries and Reports".

Micronet prints the credit note (if selected) and redisplays the Credit Creation screen. Your last five transaction numbers (including the credit note number) are displayed at the bottom left of the main Micronet screen. (2.8 feature)

Reference

If required, you can reprint a batched credit note. Refer to "Sales - Reprint Credit Note".