> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Credit Note (CN) # Why have a credit note (CN)? * To use to reduce debt In the event of a price reduction of goods/services such as damaged goods/deficient products as agreed upon * Plan cash flow for service revenue --- # Action permissions # Create Credit Note (CN) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Press the __Create Credit Note (CN)__ button. 4. Fill in the details completely. 5. Press __Save__. | 💡 Nested Tip: CN can be created from tab 3. Invoice by 1. Select the invoice (IV/IS) for which you want to create a CN. 2. Press the action button '...' select __Create Credit Note (CN)__. --- # Edit Credit Note (CN) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Select the credit note (CN) that you want to edit. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 6. Press __Save__. | 💡 Nested Tip: In case a credit note (CN) has been drawn for a receipt (RV/RS), it must be canceled the receipt (RV/RS) before the credit note (CN) can be edited. __except __ in case of need Edit Accounting can be edited by assigning permissions to Edit Accounting. --- # Edit customer information Credit note (CN) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Select the credit memo (CN) that you want to edit customer information. 4. Press the action button ' ... ', select __edit__. 5. Press __ on the right side of the save button__, select __Edit Customer Data__. --- # Print Credit Note (CN) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Select the credit note (CN) that you want to print. 4. Press the action button ' **...** ', select __type__. --- # Print GL Credit Note (CN) Print in case you want to keep the accounting record for the Credit Note (CN) document. 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Select the credit note (CN) that you want to print. 4. Press the action button ' **...** ', select __, type GL__. --- # Cancel Credit Note (CN) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __3. Invoice__ 3. Select the credit note (CN) that you want to cancel. 4. Press the action button ' **...** ', select __edit__. 5. Press __ to the right of the save button__, select __Cancel__. | 💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled. | 💡 Nested Tip: In case the document is already referenced to the RV/RS payment, the RV/RS must be canceled before the document can be cancelled. --- # Details in the document ## ${color}[#e45765](Header) * ${color}[#1c5da9](Date) set default to today. User can change * ${color}[#1c5da9](Company/Branch) select the company and branch to issue a credit note. * ${color}[#1c5da9](Reference) specify Invoice number (IV/IS) When entering data from Invoice (IV/IS), it will be copied automatically. * ${color}[#1c5da9](Reason) select a reason for debt reduction. - Reduce debt due ${color}[#1c5da9](discount due to violation of the agreed terms) - Reduce debt due ${color}[#1c5da9](defective item) - Reduce debt due ${color}[#1c5da9](the product is out of quantity as agreed upon) - Reduce debt due ${color}[#1c5da9](product price is higher than actual) - Reduce debt due ${color}[#1c5da9](other) | 💡 Nested Tip: can be set [Debt reduction (Sales)](/en/article/company-accounting-setting-13kst9j/) if you want. * ${color}[#1c5da9](Customer) customer name will be copied automatically. From the invoice (IV/IS) * ${color}[#1c5da9](Description) Job Description will be copied automatically From the invoice (IV/IS), the user can change it. * ${color}[#1c5da9](Address) address will be copied automatically From the invoice (IV/IS) * ${color}[#1c5da9](Salesperson) Name of Salesperson will be copied automatically From the invoice (IV/IS) * ${color}[#1c5da9](Urgent) will be copied automatically From the invoice (IV/IS) * ${color}[#1c5da9](Exchange rate) show exchange rate will be copied automatically From the invoice (IV/IS) ${color}[#1c5da9](Currency) can be selected as needed. will be copied automatically From the invoice (IV/IS) ${color}[#1c5da9](Exchange rate) is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are. ${color}[#1c5da9](Document Currency) to specify under which currency you want to print the document. * ${color}[#1c5da9](VAT price included) VAT price will be copied automatically From the invoice (IV/IS) * ${color}[#1c5da9](Cash refund) select if reimbursement is required. from reducing the debt of goods/services A table of payment will be displayed, fill in more details. ## ${color}[#e45765](Item table) * ${color}[#1c5da9](Item) service description will be copied automatically From the invoice (IV/IS), the user cannot edit it. * ${color}[#1c5da9](Quantity) specifies the quantity/quantity of the item. * ${color}[#1c5da9](Units) units will be copied automatically. From the invoice (IV/IS) * ${color}[#1c5da9](Price) unit price will be copied automatically. From the invoice (IV/IS) * ${color}[#1c5da9](Discount) discount price will be copied automatically. From the invoice (IV/IS) * ${color}[#1c5da9](GL) Chart of Accounts will be copied automatically. From the invoice (IV/IS) ) can be edited if desired. * ${color}[#1c5da9](VAT) VAT rate It will be automatically copied from the sales order (IV/IS). * ${color}[#1c5da9](WHT) check ✓ In case of outsourcing service due to withholding tax * ${color}[#1c5da9](Ret.) check ✓ if the security deposit is deducted. ## ${color}[#e45765](Withholding tax table) * ${color}[#1c5da9](Type) select withholding type * ${color}[#1c5da9](Description) specify a description. * ${color}[#1c5da9](Service Value) specify the service value before VAT. * ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard. * ${color}[#1c5da9](WHT) value of withholding tax * ${color}[#1c5da9](PND) select type of income tax * ${color}[#1c5da9](Tax payer) select tax payer | 💡 Nested Tip: This table is shown if ✓ is marked in the WHT column. ## ${color}[#e45765](VAT table) * ${color}[#1c5da9](Tax invoice number) set default value based on document number. * ${color}[#1c5da9](Invoice Date) set default value based on document date. * ${color}[#1c5da9](Tax filing month) set by the month of the tax invoice date. * ${color}[#1c5da9](Tax value) the value of the goods/services used in the tax calculation. * ${color}[#1c5da9](Rate) VAT rate * ${color}[#1c5da9](VAT) VAT value * ${color}[#1c5da9](Note) | 💡 Nested Tip: This table is shown if the debit note is based on the Product Invoice (IV) document. ## ${color}[#e45765](Work guarantee table) * ${color}[#1c5da9](Warranty information) specify details * ${color}[#1c5da9](Duration) indicates the warranty period. * ${color}[#1c5da9](Unit) select day, week, month or year. * ${color}[#1c5da9](Since) specify the insurance start date. * ${color}[#1c5da9](Retention Amount) will be automatically calculated as a pre-VAT x % reference as specified in the partner. * ${color}[#1c5da9](Work Assurance Due) repayment Date Insurance amount ## ${color}[#e45765](Payment Table) * ${color}[#1c5da9](Statement date) the date the payment is written off from the bank account. * ${color}[#1c5da9](Pay by) bank account number * ${color}[#1c5da9](Check number) specify check number In the case of payment by check * ${color}[#1c5da9](Check balance) amount on check * ${color}[#1c5da9](Balance) check Balance * ${color}[#1c5da9](Check date) date on check * ${color}[#1c5da9](Note) if applicable * ${color}[#1c5da9](Bank Fee) state Bank Fee (if applicable) * ${color}[#1c5da9](Total) bank account payment | 💡 Nested Tip: This table will be shown in the event that ✓ Cash Back is checked. ## ${color}[#e45765](GL Accounting Table) * ${color}[#1c5da9](Account code) Chart of accounts bound to product code. and selected partners * ${color}[#1c5da9](Debit) debit balance * ${color}[#1c5da9](Credit) credit side balance * ${color}[#1c5da9](CC) Cost Center * ${color}[#1c5da9](Note) ## ${color}[#e45765](End of document) * ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. It will appear on the printed purchase order. * ${color}[#1c5da9](Note [Internal]) description or additional information It will not appear on the printed purchase order. * ${color}[#1c5da9](Attachment) attach important relevant documents such as debt reduction details. # Link ## ${color}[#e45765](document in this step will be linked to) * Dashboard : Cash Flow * Trial Balance * Sales journal * Sales tax report * Inventory * Statement of proof of deposit