Page 79 - Red Book Rev 7.2_Neat

Credit Notes

When a customer is returning a product or cancelling an existing order a credit note must be raised
on to the system before any refunds can be processed.

All credit notes must include the following information;

- Credit against sales order 77777

- Reason for the credit note / refund (to be on the comment line)

- Purchase order number it links to (if the item is from a supplier)

- If the P/O was cancelled with the supplier please advise how & when.

- RET number. (If the item came back to our warehouse)

- Restocking charges?

- State if we are due any credits back from the supplier if it links to a P/O.

Refund Process

Once you have completed your credit note on the customers account you must then fill out a refund

request form & put this is Sophie's top tray for processing.

Information required on the refund request form;

‒ Business name, customer name.

‒ Postcode.

‒ Reason for refund.

‒ Payment method (BACS / CHEQUE refunds to be given to Bev).

‒ Amount to refund inc VAT (restocking charges to be deducted).

‒ Credit note number.

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Red Book Revision 7 12 November 2019
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