Credit notes
List of paragraphs:
- Credit notes list
- Creating new credit note
- Reviewing credit notes
- Editing and deleting
- Credit note statuses
Module Credit notes helps to manage credit notes and create their PDFs.
Credit notes list
Use module Credit notes to see credit notes list:
To find credit note, use Search or filters:
Creating new credit note
- To create credit note, click New record.
- Fill in the details, mandatory fields are marked with * sign. Insert items and click save.
Reviewing credit notes
To review credit note, click on its number.
You will see all credit note information:
Editing and deleting
To edit or delete credit note, choose to review it and select action:
If you cannot delete the credit note, first you need to delete credits under the invoice, instructions for the action can be found here.
Credit note statuses
Credit notes has three systemic statuses: Open, Closed and Void.
Open - when the credit note is created directly from the credit note module or has been generated from the invoice with status Paid.
Closed - when the credit note is generated from the invoice that has no recorded payments (with status Unpaid, Overdue) or is Partially Paid.
Void - means marked as invalid. This status can be changed for the credit note with status Open, select Actions button - Void.
