Creating Credit Notes in Zoho

Joshua Carrasco

Last edited 638 days ago by Joshua Carrasco.

Goal: To provide instructions for generating a credit note for short shipped items.

Context: Following this SOP will ensure the customer is properly credited for missing items from their order.

When to Use: When there is a short shipment and items need to be credited on the customer's account.

Instructions:

Open Zoho Invoicing and go to Credit Notes > New.

Select Alef Store as the customer.

Enter each missing item from the attached short shipment list as a line item, with appropriate quantities and pricing.

In notes, mark the CN as "Short Shipment Credit".

Save as draft and notify Creative Director for review.

References:

Zoho Invoicing: [

https://invoice.zoho.com/app/36083339⁠

]

Additional Notes:

Contact Creative Director at [email] with any questions.

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