Sales return
You might need to create a credit note to adjust accounts receivable due to sales return. To create such a credit note:
- Do one of the following:
- To generate a credit note based on a source document, select or open the source document. Then, click Generate > Credit note. A source document can be a sales invoice, sales slip, RMA request, or goods receipt.
- To generate a credit note based on multiple source documents, select them while holding down Shift or Ctrl. Then click Generate > Credit note. Source documents can be a sales invoice or goods receipt.
- To create a credit note from scratch, go to Sales and under Return, click Credit notes. Then, in the Credit notes list, click Create.
- Specify general details:
- To indicate the customer that a credit note is created for, select Customer.
- To indicate the original document that a sales return is related to, select Base document: a sales invoice, sales slip, or goods receipt.
- Set Operation to Sales return.
- Fill in other fields as necessary.
- On the Products tab, specify the products returned by a customer. To do this, next to the Base document field, click
. Products are populated from the selected base document. Then, in the Return quantity field, enter the returned product quantity. 1C:Drive calculates the adjustment amount and fills in the Adjusted amount field.
For product details, see Products tab. - On the Amount allocation tab, specify the documents to make the adjustment to. Use any of the following options:
- To fill in documents automatically, click Fill in. 1C:Drive populates all documents that record a customer's debts (such as sales invoices). The documents are for the company, customer, and contract that the credit note is created for.
- To add documents manually, click Add and select a document. Then fill in the amount of adjustment for the document and other details. See Amount allocation tab.
- Optional: If a company is registered for a sales tax permit, on the Sales tax tab, specify sales tax details.
- Optional: On the Additional information tab, specify additional information including the reason for adjustment.
- Click Post and close.
Specifying sales tax
This section is applicable if a company's accounting policy states that the sales tax is applied to the company's sales transactions (the Registered for a sales tax permit checkbox is selected on the Finance tab of the accounting policy).
As you create a credit note for sales return, you can specify the sales tax applied to the returned products. After you post the credit note, the sales tax payable is adjusted.
Fill in the sales tax automatically or specify it manually.
To fill in the sales tax automatically:
- In the credit note's prices and currency settings, specify the sale tax rate and percentage.
- On the Products tab, select the Taxable checkbox for each product the sales tax is applied to.
1C:Drive calculates the amount to be paid for the products marked as taxable, applies the specified sales tax rate to this amount, and calculates the sales tax amount. The sales tax rate, percentage and the calculated tax amount is automatically filled in on the Sales tax tab of the credit note. You can change them manually.
To specify the sales tax manually:
- On the Sales tax tab, click Add and enter the sales tax details.
- Repeat step 1 to add as many sales tax lines as you need.