Credit Notes

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About

Credit Notes are used to make adjustments to previously sent invoices.

How to use

To Create a Summary Credit Note

This type of Credit note is simple one line credit note which provides for an explanation of the credit note and then the credit amounts and tax.

To create this type of credit note follow the Add Invoice process but select the document type to be a Credit Note rather than an invoice.

To Create a detailed Credit Note

In some instances you will want to create a detailed credit note - eg putting in the pay code items and quantities that need crediting. To do this - the process is much the same as Paying Employees which you can do from clicking on an order on Pay Employee.

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