The Sales Credit Note List displays every credit note in TamilAccounting, including customer credit notes and journal-entry based adjustments. Use it to filter, review and allocate credits against outstanding invoices, so customer balances reflect what is genuinely owed.
Where to find it
Go to Sales > Credit Notes.
Filters Section
| Filter | What it does |
|---|
| Reference | Find a particular credit note by reference number. |
| Customer | View all credit notes for one customer, or choose All Customers. |
| Date Range | Filter between a From and To date. |
| Salesman | Show credit notes raised by or assigned to a specific salesperson. |
| Branch | Filter by branch. Only visible when Use Branches Only is enabled in Setup > Preferences. |
| Department | Filter by department. Only visible when Use Branches and Department is enabled in Setup > Preferences. |
| Zero Values | A checkbox to include or exclude transactions with zero value. |
New Direct Credit Note
Next to the filters is the + New Direct Credit Note button, which opens the Customer Credit Note and Sales Return entry form.
Credit Note Table
| Column | Description |
|---|
| Type | The transaction type, such as Customer Credit Note. |
| Invoice | The credit note reference. Click it to open the View Sales Credit Note page. |
| Date | The date the credit note was created. |
| Customer | The customer name. Click it to open the customer detail page. |
| Branch | The branch the credit note was recorded under. |
Credit Note Status
| Status | Meaning |
|---|
| Draft | Saved but not yet finalised. |
| Credited | Finalised, but not yet applied to any invoice. |
| Partially Allocated | Part of the credit has been applied to a customer invoice. |
| Allocated | The full credit has been applied to one or more invoices. |
A credit note sitting at Credited has reduced nothing yet. Until it is allocated, the customer still shows the original invoice as outstanding — see Allocations.
More Options
| Action | What it does |
|---|
| Allocate | Link the credit balance to one or more outstanding invoices, reducing the amount due. |
| Print | Generate a copy of the credit note. |
| Mail | Email the credit note to the customer's registered address. |
| GL | Open the General Ledger entries for this transaction. |
| Edit | Update the credit note details. |
| Void | Cancel the transaction and reverse its impact on the customer ledger and the accounts. |
Related pages