Configure Credit Notes

Configure Credit Notes

• You can create Credit Notes and assign them to any account record.

Step1. Create a Credit Note.

• Navigate to Finance-Documents-Credit Notes

• Assign the credit note to an account record.

• Fill in the relevant details for the credit note.

• You can select the Product by typing it out in the description line, a drop-down with the relevant Products will appear.

• Click Save to finish.

Step2. Use the Actions menu.

• After you finished creating the credit note, you will notice that it is "Outstanding", from the "Actions" menu you can choose what to do, download, email or re-invoice.