To create a credit note-
- Open Action Screens / Jobs & Quotations Window
- Enter the Customer for whom you are creating the credit note
- Using the Type drop-down box in the Address Details section select Credit
- Enter the correct time and date for this credit note (by default it will show current time and date)
- Enter a reason for the Credit note, this will be included with the credit note when it is sent to the customer
- Click on the greenAdd button to move the credit note into the Current Route section
- Select the Financial tab on the right hand side of the Jobs window
- Enter the price in the Sales Price section ensuring that no matrices are shown, then click on Re-calc in the Jobs Costs section to update the Total Price (N.B. This should be a negative amount as it is a credit note)
- Click on Save Job to process the credit note, you will be asked a few questions- 1) Would you like to raise a Credit Note Immediately, 2) Do you wish to e-mail a credit note to "Customer email address", 3) Do you want to Print the credit note
- The credit note will now be saved using the next available Invoice number (as shown in the top right of the Jobs & Quotations screen)
Note that as of Update 6.6.6.585 there is now a new method that can be used to create credit notes, Click on the Link to view the Jobs & Quotations User guide and scroll to the bottom (Update 6.6.6.585) |