It will be great if @lubos add a payment button to the credit notes view screen. currently, after creating the credit note we create payment and then digging to credit the desired customer account. and this take more time and effort.
See the Use credit notes for customer returns and refunds | Manager . It clearly states “… A credit note does not record actual payment of money to the customer, but only adjusts the customer’s balance in Accounts receivable. A credit note can be created regardless of whether the customer has yet paid for the goods or services…”
Agree with you @eko
Meanwhile adding a button will make it easy to refund the customer when we need to refund him.
The credit note represents the refund so there is nothing further to do.
No, it does not. A credit note represents a credit to the customer’s balance in Accounts receivable. It most definitely has nothing to do with a refund of money. That requires a payment.
It may be useful if the guide Use credit notes for customer returns and refunds | Manager would explain this better where it says “… A credit note records the return of goods by a customer or a credit adjustment (refund) to a customer’s account for goods or services previously invoiced…”
I don’t know how much clearer the Guide could be. The first sentence, the one you quoted, describes the credit adjustment as a refund “to a customer’s account,” not a refund of money. And the very next sentence reinforces this concept, stating:
A credit note does not record actual payment of money to the customer, but only adjusts the customer’s balance in Accounts receivable.
So, two statements of the same principle in the opening paragraph. And the entire final section of the Guide is about “Paying out a refund.”
What I am suggesting is whenever the customer request a refund. We need a simple way to create the payment.
Thank you for the correction.
Difficult to make it more simple than going into the payments tab
- Click on New Payment button
- Select the cash/bank account from which the payment is made
- Select the Payee - Customer, Customer name
- Select the G/L account to post the payment (Sales Refund, etc)
- Enter the amount
- Click on Create button