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Sage Line 50 / Sage 50 Accounts
Sales Credit Note Creator - How it Works
Run the Credit Note Creator by either
- Clicking the 'Credit Notes, button on the Sage 50 Invoice module tool bar as shown above
- Alternatively select "Adept Tools" and then "Credit Note Creator " from the Windows Start Button / Programs Menu.
Set the Credit Note Creator Options
Invoice Number Field
Select which field in the Credit Note should hold the Invoice number that the credit note was created from.
Cache Invoice List
If you tick the Cache Invoice List box the program will load much faster, however any new invoices will not be displayed until you select the Refresh option on the program's menu.
Min Search Length
Is the number of characters that have to be typed before the pop down list of search matches is displayed.
Special Non Stock Product Codes
Enter the list of non stock product codes that you want to appear in the dropdown list in the SP Entry dialog. Enter a comma between each product code. Please ensure that the listed Product Codes already exist in the Product file.
Press the "OK" button to save any changes.
The main Credit Note Creator screen
The window can be resized by dragging the corners or edges. The status bar at the bottom of the window will display a progress bar when the program is busy. When the program is idle, the number of loaded invoices is displayed..
Invoice
- Enter the invoice number to be credited in this box.
- Alternatively you can enter text from the customer's code or name and a list of matches will be displayed.
- Click on an entry in the list to select it.
- If only one match is found the invoice will be automatically selected.
M Button
- Press this button to enter a message line. Before pressing this button select the postion that the message line position should appear in the credit note by clicking on one of the existing lines in the list.
- The message will normally be inserted just above the selected line. An exception exists for the last line in the list which if selected will result in you being asked whether you want insert the message at the end of the document instead.
S1 Button
- Press this button to enter an SI Taxable Special Product line.
- See the M button description above for details of the insertion point
S2 Button
- Press this button to enter an S2 Non Taxable Special Product line.
- See the M button description above for details of the insertion point
S3 Button
- Press this button to enter an S3 Taxable Special Service line.
- See the M button description for details of the insertion point
SP Button
- Click this button to enter an Special Non Stock Product line.
- See the M button description above for details of the insertion point.
- Select the required Special Product Code from the drop down list - The setting of the special products was discussed in the Options section above
Credit Whole Invoice
- Tick this box to automatically set the Quantity to be Credited to the quantity that has not previously been credited for all items from the invoice.
- When you untick this box the quantities will all be reset to zero.
Quantity to be Credited for the Selected Invoice Line
- Select a line from the invoice by clicking on it and enter the quantity to be credited in this box.
- The program will automatically reduce the amount if you enter more that the quantity that has not previously been credited.
Credit Carriage
If the invoice contains a Carriage Charge in the footer that has not previously been credited you can select whether to credit the Carriage Chage by ticking this box.
Save Button
- Click this button to save the credit note.
- The program will tell you the Credit Note number that Sage has assigned to it.
- The Save button is disabled if nothing has been selected for crediting.
Exit / Cancel Button
- Click the Exit button to close the program down.
- If you currently have an invoice loaded, the title of this button will change to Cancel.
- Click the Cancel button to unload the current invoice without saving the credit note. The button will then revert to being an Exit button and the cursor will be placed in the Invoice box ready for you to search for another invoice.
The Invoice Items List
- Each time an invoice is loaded the program will display the invoice lines in the grid.
- If necessary you can scroll the list up and down with the scroll bar that will appear at the right hand side.
| The columns in the Invoice Items list are: |
| Seq |
The invoice item line number. Message and Special Item lines that don't originate from the invoice will have a dot (full stop) in this box. |
| Qty |
The quantity from the invoice |
| Product |
The product's stock code |
| Description |
The product's description from the invoice |
| Net |
The net price from the invoice |
| Tax |
The tax amount from the invoice |
| Prev Cr No |
If a credit note has already been issued for a line on this invoice it's number will be in this column. |
| Prev Cr No Qty |
This hold the quantity of this item that has been credited on any previous credit notes |
| This Cr No Qty |
This shows the quantity of this item that will be credited when you click the Save button |
Menu Button
Click this button to show the program's menu.
- Refresh
- Options
- Data Path
- User name
- Licence
- About
- Help
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Refresh Menu Option
- Select this option to refresh the list of invoices held in the programs cache.
- This menu option will only be displayed if the "Cache Invoice List" option has been selected on the Options dialog.
Options Menu Option
- Select this option to display the Options dialog. This dialog was discussed at the beginning of this document.
Data Path Menu Option
- Select this option to display the Sage Data Path dialog.
User Name Menu Option
- Select this option to display the Sage User Name and Password dialog.
Licence Menu Option
- Select this option to display the Licence dialog.
About Menu Option
- Select this option to display information about the Sage 50 Credit Note Creator.
(Video Tutorials - coming soon!)
Simple and Straightforward
Installation of the Sales Credit Note Creator for Sage Line 50 / Sage 50 is simple and straightforward and should take no more than a few minutes. Comprehensive step-by-step instructions are provided.
Prior to installation you will need to:
- Ensure that you have installed all the appropriate patches and updates from the Sage update site for your version of Sage (comprehensive notes are provided with the download)
- Obtain from Sage a Serial and Activation key to enable '3rd Party Integration'.
Notes and telephone numbers are provided with the download but Sage will want to know the main serial number for your copy of Sage and the version number - found by going to Sage 50,'s HELP / ABOUT menu option.
N.B. The same 3rd Party Integration keys can be used for all addons that require them
- A fully functional 30 day free trial of Sage 50 Sales Credit Note Creator is available.
- The trial can be unlocked by purchasing a full licence - you will not loose any settings
- Still got questions? Checkout the FAQ section
£199.00
(£228.85 inc VAT) |
Sage 50 / Sage Line 50
Sales Credit Note Creator |
| Ref: S50-021 |
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