Creating a Sales Credit

A sales credit is issued to correct an error on a sales invoice or to return goods. This guide will show you how to create a sales credit in SapphireOne.

1. Navigate to Inventory > Sales > Sales Client Credit.
2. Select the “+” button to create a new credit.
3. Enter the client details or select an existing client.
4. Add the inventory items to the credit by selecting the “+” button.
5. Enter the quantity and verify the pricing details.
6. Save the credit by clicking the Save button.

Alternate Method – Reverse Transaction

1. Navigate to Inventory > Sales > Transactions.
2. Select the SCI transaction you wish to reverse.
3. Go to Tools and select Process > Reverse Transactions.

For more details, visit the Inventory > Sales > Sales Client Credit and Inventory > Sales > Transactions articles.