How Do I Create a Credit Note

1. Open Action Screens / Jobs & Quotations Window
2. Enter the Customer for whom you are creating the credit note
3. Using the Type drop-down box in the Address Details section select Credit
4. Enter the correct time and date for this credit note (by default it will show current time and date)
5. Enter a reason for the Credit note, this will be included with the credit note when it is sent to the customer
6. Click on the green Add button to move the credit note into the Current Route section
7. Select the Financial tab on the right hand side of the Jobs window
8. 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)
9. 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 accounts email address", 3) Do you want to Print the credit note
10. 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 a new method that can be used to create credit notes.

1. Open Action Screens / Jobs & Quotations Window
2. Select the job that you wish to raise a Credit Note against
3. Click on the Financial Tab on the right hand side of the Job screen
4. Click on the Raise Credit button in the top right of the Invoice Details section (Note this button will only be highlighted if the job has been invoiced)
5. This will automatically create a new Job as a credit note for the exact amount on the original Job
6. If the Credit Note is for a different amount this can be entered manually in the Sales Price section as you would with a manually created job price NOTE:- THIS SHOULD BE A NEGATIVE PRICE
7. When you save this job you will be asked if you wish to create the invoice immediately
   1. Choose Yes to immediately create the credit note
   2. Choosing No will add it to your Finance / Sales Invoices screen for processing on your next invoice run
8. If you selected to create the credit note immediately, you will next be asked if you wish to email the Credit Note to the accounts email address set against this customer
9. Next you will be asked if you wish to Print the Credit Note, Selecting yes will create a preview of the Credit Note that you can print or email to a different recipient.