Credit Notes

How do I give a customer credit in Tazk POS?

Go to Sales → Credit Notes. Click + Return to take goods back against an invoice; the items go back into stock and a credit note is created. Click + Manual to raise a credit note without goods, for example a rate difference or a scheme payout. The credit stays on the customer’s account until you adjust it against an invoice in a receipt.

What does the Credit Notes page show?

Open Sales → Credit Notes. Sales returns and manual credit notes appear in one list, told apart by the Type column. The toolbar has the filter icon, + Manual, + Return, Search here and a ⋮ menu.

The filter icon opens Filter: Select Range, From and To dates, Type (sales return or manual), and Min Value / Max Value; click Apply or Clear. The ⋮ menu (More actions) exports the list to PDF or CSV. The list shows 20 rows per page by default.

How do I record a sales return?

1. Click + Return. The Sales Return form opens with the next credit note number (for example CN/26-27/010).
2. Check the Return Date (today by default) and choose Select Customer (required). Location is your current location. Add an optional Reference and Comments.
3. Under Return Items — which says Scan a barcode / lot number or click + to add items — scan or type into Barcode / Lot Number — press Enter, or click + to add an item by hand. The barcode field is available once a customer is chosen. Each line shows the invoice it was sold on, the product, serial, Return Qty, selling price, tax and subtotal.
4. Check the totals (Untaxed Amount, Tax (GST), Round Off, Total) and click Return.
5. Click Confirm Return. The items go back into stock, a credit note is created, and its PDF opens.

You can also start a return from an invoice with Actions → Return (see Invoices).

How do I raise a manual credit note?

1. Click + Manual. The form opens as New Credit Note with the next number (for example CN/26-27/010) and the Date at the top right — click it to change it; future dates are not allowed.
2. Choose Select Customer and Select Location (both required; the location starts as yours). Add a Reference and Comments if you need them.
3. Add the lines. For each, choose a Schemes Ledger (click + to create a new ledger), then enter a Description, the HSN/SAC — goods HSN only, for example 8517130, not a 99xx service code — the Amount, and the GST: Without (the default) or with a rate. The Subtotal shows on the right. Tax splits into CGST + SGST or IGST depending on the customer’s state.
4. Add Notes. If TDS applies, choose it under TDS; the TDS Amount and Total update. For a GST-registered customer you may also see Generate IRN to create an e-invoice; if the IRN is refused, nothing is saved.
5. Click Submit (Cancel leaves without saving).

How do I know if a credit note has been used?

Open a credit note to see its Credit Type, Opening Balance, Closing Balance and Status:

The Receipts table lists every receipt that used this credit and the invoice it went against. To use a credit note, open Receipts and pick it under Credit Notes & Available Credit.

When can I edit, cancel or delete a credit note?

• Edit: not possible once the note is adjusted. A sales return can be edited only for a customer without a GSTIN and with no IRN. A note with an IRN can have its Notes changed, but nothing else.
• Cancel IRN: available within 24 hours of the IRN, if the note has not been adjusted.
• Delete: blocked if the note is adjusted, has an IRN or is linked to an invoice. Deleting a sales return also reverses the returned stock.