Do you want to raise a Credit Note in Sage Live? Well, you have reached the right place to get the right resolution of your problem. Sage Live is the new inclusive incorporated accounting software which lets you connect to the CRM, accounting & financial data. Sage Support would like to inform its users that it includes very simple steps to raise a credit note. All you need to do is just enter a sales invoice using the below provided procure.
- Select the Sales/Purchase tab and click the Sales/Purchase Credit Note tab and then tap
- Choose the company. The transactions are always provided for a particular firm. When you are providing a transaction via the web interface, the firm is set to default but can be changed also.
- Now choose The Tax Treatment field will fill automatically while defining the transaction type information.
- To determine the period and fiscal year updated when the journal posts, provide the Date. The date will automatically change according to the current data of your device or system.
- Now in the Payment Terms field, choose the payment terms.
- Type the Reference and hit the Save
- Give a click on New Item to add a line item to this transaction.
- Mention the Product &
- Hit the Save button now. Here in the Tax Breakdown section, you can view tax information.
- Give a click on Print and to get a draft PDF of the invoice. The draft label appears on this document.
- Give a click on Post as the posting rules are applied to the ledger account & dimension rules.
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