Credit notes for returns help ensure that your accounting stays accurate across the board.
You can create credit notes for all approved return orders. These notes document and process customer refunds in your accounting system.
When refunding a sales order (SO), you can either Refund some or Refund all.
Refunding a sales order
Refund all
If the entire SO order is being refunded:
Open the return in Katana.
Select Refund all from the dropdown menu at the top.
This action will:
Automatically include all items from the return in the credit note.
Send the credit note to QuickBooks Online.
Mark all items as refunded under the Refunded section in Katana.
Refund some
If only part of the sales order is being refunded:
Open the return in Katana.
Select Refund some from the dropdown menu.
Choose the specific items to refund.
This action will:
Create a credit note in QuickBooks Online for the selected items.
Mark the selected items as refunded under the Refunded section in Katana.
In cases of partial refunds, Katana will display two tables within the return:
Not refunded: Items that have not been refunded.
Refunded: Items that have been refunded.
Example of a credit note in QuickBooks Online
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