About credit notes
Use a credit note when you do a refund for a client and put the refunded items back in your inventory.
Note: When you refund a client and do not want to put the refunded items back in your inventory, use a credit note product. For more information about when to use a credit note product, refer to the applicable documentation.
When you use a credit note to do a refund, ezyVet automatically sets the line item quantities of the applicable invoice to a negative value. For example, if the invoice has a line item that has a quantity of two, ezyVet automatically sets the quantity of the line item to negative two. As a result:
- ezyVet automatically corrects the inventory value
- ezyVet automatically sets the total value of the credit note to the negative value of the invoice
When you use a credit note to do a refund, the Payment box of the New Payment dialog box automatically shows a negative value. The negative value identifies a refund to a client. A negative value does not identify a payment from a client.
This table gives examples of when to use a credit note for a client refund and documentation about how to do it:
| Example | Method | Documentation |
|---|---|---|
| A client gives an item back to you. You want to put the item back in your inventory. |
Note: If necessary, change the Quantity value of the line item in the credit note to the applicable quantity for the refund. For example, if a client buys 20 bags of dog food and gives back 10 bags, you must set the Quantity value to −10
| Do a full refund of a client payment |
| A client bought many items. The client wants to give one item back to you. |
| Refund a part of a client payment |