Credit Notes List

Credit Notes which was added or save will be displayed in Credit Note list. You edit, apply to invoice print and delete the Credit notes.

To edit an credit note

  1. Go to sales
  2. Click on credit note and then credit note list
  3. Select the credit note you wish to edit
  4. Edit field is located below options
  5. It will redirect to a page where you can make the changes
  6. Press save as draft to save the credit note
  7. Or press save and send to send the credit note

Apply the credit note to invoice

  1. Go to sales
  2. Click on Credit note and then Credit note list
  3. Select the credit you wish apply it to invoice
  4. Apply to invoice icon is located below options
  5. It will redirect to a page where all the open invoice for that customer will appear
  6. Select and enter the amount in any one of the invoice
  7. Click save to apply the credit note to invoice

To print the credit note

  1. Go to sales
  2. Click on invoice and then credit note list
  3. Select the invoice you wish to print
  4. Print icon is located below options
  5. Here you will be able to download the PDF
  6. And you will be able to Email the PDF

To delete the credit note

  1. Go to sales
  2. Click on credit note and then credit note list
  3. Select the credit note you wish to delete
  4. Delete field is located below option
  5. It will ask for a confirmation message to delete the credit note
  6. Press yes to delete the credit note