Creating credit note from address
You should only use this method if the address does not yet already have an invoice. To do this:
Navigate to the desired address, then on the left under the Actions section.
Click Raise Credit Note.
From Invoices
Navigate to the Invoice you'd like to add a credit note.
Click Raise Credit Note in the top right.
This takes you to a new screen where you are able to enter details about the credit note. Such as:
Credit Reason.
Add notes.
Change credit date.
Credit specific customer order number.
You can pick and choose which item you'd like to credit on the invoice. You can credit all items or handpick a particular ticket that wasn't required to be invoiced.
*Note*If you need to Credit off just some of the Haulage without the Tonnage being affected, ensure you set the Type as Money rather than Money and Tonnage, and update the Haulage line only (or in the case of Materials/RMC tickets, nullify the Product Price as well) This will Credit the Haulage without touching the Tonnage.
Creating Re-Invoices
After selecting the items you'd like to credit, look to the right of each of the items and select the R.I check box. This brings up a folder icon.
When you click the folder icon, you can enter new values for the re-invoice. You need to do this for each of the items. After you've made all the changes, click the close button. When you're happy with all the changes, click the Create button in the top right.
Re-Invoicing to a different Account or Address
After selecting the R.I button, a new option appears in the top right of the invoice items. This is marked in a pale yellow colour.
Select the I would like to re-invoice to a different account or address.
Click inside the account box, then find a new address you'd like to re-invoice to.
Viewing created documents
After clicking create in any scenario above, the system immediately loads the credit note on your screen. Take a note of the Invoice ID that has been created, your re-invoice number is one greater than this value.
You can search for your re-invoice using the main search bar, this then displays the invoice for selection on your screen.