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, CSS in SapphireOne.

1. Navigate to Inventory > Sales > Data Entry and select the Sales Client Credit item. SapphireOne will display the Sales Client Credit Entry data entry screen ready for data entry.
2. Enter the Client details or select any existing Client by using the @ symbol to search.
3. In the Transaction Lines area, add Inventory items by selecting the green + button or use the Command / key combination.
   • Use wildcard search options or type part of the product name followed by the @ symbol to search for the Inventory ID.
4. Verify the Quantity of the items to be credited to the customer.
5. Verify the Pricing as prices may have changed since the items were purchased by the customer.
6. Save the Sales Credit by clicking the green tick button on the main toolbar.

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