This article details how to post the Credit Note Chit in Unity® Practice Management.

The Credit Note Chit creates credit transactions on the Office side of the Ledger and can be used to cancel the unpaid portion of a previously raised bill.

How to Access the Credit Note Chit

1. Open the Accounts program.
2. Click the Posting icon.
3. Double-click the Office folder to display a list of Office Chits.
4. Double-click the Credit Note option.

How to Post the Credit Note Chit

1. Enter a Matter Code, or search by clicking on the three dots on the Accounts No field.
2. Once the Matter Code is entered, the Name and Description fields will be populated.  
3. Click on the three dots on the Credit Bill field. A window will open with a list of unpaid bills for the selected Matter.
4. To show all bills, untick the Show Fully Unpaid Bills Only checkbox.
5. Select the Bill you want to credit and click Save.
6. Enter a Reference.
7. Enter a Narrative manually or click the dropdown arrow to select from a list of Standard Narratives.
8. Select a posting Date. The date of the Credit Note must be within the current period: 
   • The posting date field will default to the current date.
   • If the date selected is within the next financial month, then the Post Into Next Month checkbox will become available. The checkbox will be ticked by default, which means the transaction will automatically be posted into the next financial month. You may click on the checkbox to remove the tick. This will disable the post-ahead feature, allowing the transaction to be posted into the current financial month.
9. Click on the drop-down to select a Batch if applicable. 
10. Click Post to complete.

**Already paid bills will not appear in the list of Credit Bills. **

Miscellaneous Options

• To open another chit type, click Posting from the dropdown menu, and choose another chit.
• Click View to see the Ledger Card.
• Click Options to get the following options:
  • Chit Colours: to enable/disable posting chit colour schemes.
  • Dialog Style: to enable/disable the dialog style. 
  • Case-Sensitivity Dictionary: to launch the Case Sensitivity Dictionary utility.

• Click Keep and select either Branch, Bank, Date, Details, Reference or Narrative to retain them for future postings. 
• Click Cancel to clear the contents of the chit.