There are two way on how to create a credit note against an outstanding invoice.

  1. First way

  • Open a client card

  • Click on the financials tab

  • Click on the Edit button on the invoice

  • Press on 'Issue a credit note'

  • Next, on the following screen you can choose the 'Reason', date, to which item it will be applied to and what will be the amount

  • NOTE: The check box that states 'Transfer the allocated payment into the client's account' is only if the invoice has a part payment added and you wish to transfer the payment on the clients account balance (so that they can use it for their next invoice).

  • The final button that needs to be pressed is 'Create'

  • This is how the credit note will look like once it has been successfully created, it will start with #CN# by default for all kind of credit notes.

2. Second way on how to raise a credit note

  • Open a client card

  • Click on the financials tab

  • Click on the Edit button on the invoice

  • Click on the bottom icon next to invoice and click on Credit note

  • The same screen will appear where you would have to choose the option, the item and the amount.

  • The final button would be to click on Save in the bottom right corner.

In both scenarios, the credits notes will start with #CN# by default.

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