Worksheet

Goods return and credit note checklist

Five blocks, one for each step, make up this single-sheet checklist: find the invoice, record the reason, post the stock, take the next number, file in the month. Each block carries tick boxes for the fields that must be filled, a signature line for the approver and a line for the credit note number. A small table at the foot lists the reason codes: damaged in transit, wrong size, short expiry, courier refusal, buyer cancellation and rate difference, each with a one-line meaning.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to raise credit notes for returns without editing the invoice”, www.gullysystem.com/blog/how-to-raise-credit-notes-for-returns-without-editing-the-invoice