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How to credit a sale

In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund.

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Step 1.

Head to Sales under the Sales & Purchases tab.

Here, you can either click New Credit at the top or click on the tag icon by the sale you want to credit.

Step 2.

On this new sale credit, all the original sale information is already entered, because we clicked on the tag next to the sale before.

If the New Credit button, was used, we would fill this information out manually.

Step 3.

Choose a reason for the sale credit and select the box under “Returned?” if you want this credit to adjust the stock level for the item. Specify the quantity too.

Step 4.

Repeat this process for any other line items.

Then click Save as a Draft or Complete Credit. Once complete, a credit note is created through Xero.

Related Guides

Want to learn more? Check out these related guides

All TidyEnterprise Written Guides

Setup

Set up your account in the global settings of Tidy

Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy