Issue a credit note to a customer

Steps

1. Open MAJA Books, click Sales in the left menu, then Invoices, and open the invoice being credited.
2. Click the ··· (more) button and choose Create Credit Note. MAJA opens New Credit Note with the customer, the invoice and its lines filled in. - Or go to Sales → Credit Notes and click New Credit Note, then choose the Customer.
3. Check the Date and choose a Reason: Goods Return, Overcharge / Price Correction, Damaged Goods, Order Cancelled or Other.
4. Answer Return Stock? *: - Yes — goods physically returned: choose the Original Invoice *. MAJA previews which stock layers will be restored. - No — financial credit only: for a price correction or discount; no stock moves.
5. Adjust the lines so they show only what is being credited (for example the returned quantity).
6. Optionally choose a Salesman, fill Notes, Terms & Conditions and Attachments.
7. Click Save & Open, or Save Draft.

What MAJA does for you

• MAJA numbers the credit note and posts Dr Sales Returns and Dr Output VAT / Cr Accounts Receivable.
• When goods are returned, the stock goes back into the invoice's original FIFO layers at their original cost.
• The credit note stays Open as customer credit until you apply it: open an unpaid invoice of the same customer and click Apply Credits.

Good to know

• With Yes — goods physically returned, the original invoice is required, and it must belong to the same customer.
• When you create the credit note from the invoice, MAJA reminds you to adjust quantities to what was actually returned.
• A credit note that has been applied cannot be cut below the applied amount, and its invoice link cannot change, until you un-apply it.
• A draft posts nothing.