How can I create a credit note for freight or shipping?
To issue a credit note for freight/shipping (e.g. refunding a customer shipping charges), you'll need to use a non-diminishing product in Qblue that represents freight/shipping, then invoice a sales order with it.
Follow these two steps to create a credit invoice for freight/shipping.
Set up a freight product SKU
- Go to Products, then select Products / Sku variations.
- Create a new non-diminishing product SKU and name it, e.g. FREIGHT.
📝Note: you can also edit its GL mapping for freight under the Sales field. This ensures the freight bill syncs to the correct account in Xero, instead of your inventory account.
Create a sales order and invoice
- Go to Sales, then select Sales orders.
- Create a new sales order.
- Add your shipping product SKU (e.g. SHIPPING).
- Quantity: -1
- Price: the credit amount
- Click Ship out & invoice.
- Click Confirm credit.
⚠️Note: be sure to enter the quantity as a negative value—this will auto-convert the sales order into a credit note.
