Credit Note

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• A Credit Note can be used to reverse an invoice on an account.
• Select the required Customer, Business or Third Party, then click [Credit Note].


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• This will open the Credit Note Screen:


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• Double Click on the Item which needs to be credited.

• This will add the item to the credit note, where you can add a [Reason]:


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• If you cannot see the item you want to credit, try adjusting the items displayed using the filter:


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• You can add further details to the Credit Note by completing the details in the Administration Fields:


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• When you have finished, click [Account] to post the Credit Note to the Customer Account.


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• Clicking on [Credit Note] will post the Credit to the account, and open the Credit Note in the Document Viewer.


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• It is also possible to create credits for Ad-hoc items. To do this, click on the [Add ad-hoc item] button:


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• Fill in the item details, then click [OK].


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