This credit notes policy is word document editable and ensures credit notes are only used when necessary.
Description
Credit notes should only be written when absolutely necessary as they create unnecessary paperwork for your team and for the client who is receiving the credit note.
This policy and procedure cover off when a credit note should be used and why, and the process to generate the credit note in your system.
NOTE - This policy has been written for the MYOB system but could be customised for your accounting package.
Benefits
* Clear guidelines for your staff
* Easy instructions to follow
* Reduce clerical errors
How to Use
The template is a word document and is ready to download and edit immediately.
Once purchased, wait a few moments while it creates your download, and you can then download when the ‘DOWNLOADS READY’ box appears. You will also receive an email with the downloads so you can access them later.
Customise the template with your business name and logo. You can also change the theme template to update the colour profile to match your corporate colours.
Read through every section and customise to your business. If something is not relevant, simply delete it. And of course, you can add any additional sections as you require.
