Account Receivable Credit Notes

Owned by Reynaldo Sepulveda
Aug 29, 2019
2 min read

A credit note is usually issued for repays the money to the customer or sets it off against a balance due from other invoices. We include a complete new module for these type of transactions.

 

Click on “Add” button and input items to Post Income account.

 

After add a new Credit Note, you can use to apply against invoices with balance. For this go input or select an invoice and click on add button, it is added to list.

 

Create a Credit- OverPayment from Payment Receipts

If you want to create a Credit Note for an overpayment, click on “Option 2” button on Payment detail screen. It will automatically generate a Credit Note. Credit Notes are also reflected on Customer Balance Report.

 

To print a Credit Note, go to “Proforma” button on Credit Notes list.