SALES APPLICATIONS

A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a source document for the sales return journal. In other words the credit note is evidence of the reduction in sales.

How do I create a credit note?

From an existing, paid, invoice

  1. Navigate to your invoices app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the invoice from which you wish to generate a credit note
  3. Hover over the row and identify the generate credit note option
  4. Confirm your action
  5. Your credit note has now been created and can be found in the credit notes table

How do I view a credit note as my customer will see it?

  1. Navigate to your credit notes app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the credit note you wish to view
  3. Hover over the row and identify the view option
  4. You're now taken to the same view as your customer has when they see it. From here, you're also able to view and leave comments for your customer regarding this specific credit note

How do I delete an existing credit note?

  1. Navigate to your credit notes app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the credit note you wish to delete
  3. Hover over the row and identify the delete option
  4. Confirm that you really do wish to delete the credit note
  5. That's it!

How do I register payment for a credit note?

  1. Navigate to your credit notes app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the credit note you wish to register payment for
  3. Hover over the row and identify the register payment option
  4. Complete the needed fields with payment date, payment amount, amount received, statement, method and memo
  5. That's it. you have now registered this credit note as paid and you can now find it in the payments table along with all your other payments