New credit note

Introduction

A credit note is used to balance out an invoice that has been recorded with incorrect information

Description

Creating a New Credit Note

• Click New credit note in Invoices
• Select the Customer, which should receive the credit note.
• You now have the possibility to edit the fields Invoicing Address, Internal reference and Invoice design. The default Invoice date which has been entered by the system can also be edited.
• You manually need to enter Heading and Message.
• Click Save to save the main information of the credit note.
• Click New invoice line to add credit note postings.
• Click Book to book the credit note once you are done.