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The Credit Notes form is accessed by clicking on the Invoicing bar, followed by the Credit Note icon within the OrderStream profile.
You can leave the Quantity credited as 0 and put in the total about to the credit on the Add Amount field. Place a positive number there and that becomes the amount on the line to credit.
Field Name
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Function
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Sales Order Number
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For Credit Notes related to Invoice from Sales Order.
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Salesperson
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Will default to the customer's Sales Rep.
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Bill To
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Locked. For Credit Notes related to Invoices.
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