Tuesday, March 21, 2017

Credit note to the customer.

Credit Note

A Credit Note is a document sent by a seller to the customer or, in other words, a vendor to a purchaser, notifying that a credit has been made to their account. It notifies that a sure amount is credited to the buyer’s account. Credit note is issued for value of the goods returned by the customer, it may be less than or equal to total amount of the order. 

Suppose ABC Pvt. Ltd. sells goods worth 1,00,000 to XYZ Pvt. Ltd. however 10,000 worth of goods were found damaged due to some reason & this was notified to ABC Pvt. Ltd. at the time of actual delivery, ABC Pvt Ltd. issues a credit note for 10,000 in the name of XYZ Pvt. Ltd. Now, the latter is only required to pay 90,000. 


Few Important Characteristics

1. It is sent to inform about the credit made in the account of the buyer along with the reasons.

2. The sales return book is updated on its basis. (In case of return of goods)

3. It is usually sent by the seller if the goods are found incomplete, damaged or incorrect.

4. It shows a negative amount.


Journal Entry for Credit Note
 Creditor’s A/C Debit
   To Goods Returned A/C Credit

*Assuming credit note was sent along with goods returned.


Sample Credit Note Format

Template for Credit Note
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How to create a Credit Note in MYOB Accounting


When you issue credit note to a customer, you may need to record the returned goods too. A credit note in item layout is able to track the stock movement.
This video shows how to create a credit note in item layout.




How to apply credit note and reverse credit applied in MYOB Premier


After issuing a credit note, it is important to apply the credit note to the appropriate invoice. If you have applied the credit wrongly, you may reverse the credit note by deleting it. More information can be found on www.361dc.com 





Ref: http://www.accountingcapital.com/revenues/credit-note/

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