Customer Credit Note and Adjustment Log
Track every adjustment to sales invoices.
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Set up a credit note and adjustment log. Typical reasons for adjustments (returns, pricing errors, discounts, goodwill): [REASONS]. Approval rules: [APPROVAL_RULES]. Tools: [TOOLS]. Design a log table: Credit note number | Date | Original invoice | Customer | Amount excluding tax | Tax | Total | Reason code | Approved by | Applied to (refund, balance) | Notes. Provide reason codes with definitions and a rule for who can approve each amount band. Add a procedure: verify the original invoice, check the reason, approve, issue, apply, tell the customer, record. Include a monthly review that totals credits by reason and computes credit rate = credits / sales to spot problems (for example, pricing errors), with arithmetic from sample data labeled as an example. Add a customer message (70 words) and tax treatment questions for the accountant [VERIFY in [JURISDICTION]]. Provide three example log entries filled in, a monthly summary table by reason code with count, amount, and credit rate (credits divided by sales), and a rule for investigating any reason code that grows by more than a set percentage.
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