Create credit note

Posted13 September 2024

Updated23 September 2024

Byinvoiceoffice_admin

Credit note is also known as credit memo, is a form or letter sent by a seller to a buyer, stating that a certain amount has been credited to the buyer’s account. A credit note is issued in various situations to correct a mistake, such as when (1) an invoice amount is overstated, (2) correct discount rate is not applied, (3) goods spoil within the guarantee period, or (4) they do not meet the buyer’s specifications and are returned.

There are different ways from where you can create “Credit note”.

Option A:- Go to “Sales>>> Credit Note” from your menu bar.

Option B:- From “Contacts>>Customers>>Actions>>Credit note”.

Option C:- Go to “Products>>>Actions>>Credit note”.

Step 1:- After open the create credit note form, fill all the mandatory fields, like select your customer, invoice date, expiry date and payment date. When you will select customer, then contact person. Shipping address and billing address will auto fill, if available for that customer.

Step 2:- After filling all the basic information, you need to select products. After adding products, you can see total quantity, price per product and total price. There are also options to add notes and attachments.

Step 3:- After complete fill the form, there are three options on the bottom of the form with name “See preview”, “Save” and “Send”.

See a preview:- When you will click on this button, you can see the preview of your invoice means, how it will look like when it will send to the customer.

Save:- When you will click on “Save”, then your invoice will be saved for future and you can send this invoice in the future.

Send:– When you will click on send , you will see four options with name “Finalize”, “Finalize with print”, “Send email with pdf” and “Finalize, print and print”.

(i) Finalize:- It will show that you finalize this invoice.

(ii) Finalize with print:- When you will click on this option, you will finalize the invoice and can also print that invoice.

(iii) Send email with pdf:- When you will click on this option, you will send email to customer with attached pdf.

(iv) Finalize, email and print:- When you will click on this option, you will finalize the invoice with print and email will also send to customer.

When you will click on these view icons, you can hide/show the field on your document.

When you will click on the edit icon, it will open the options, from where you can change the labels of your document. There are also options to add more options in product table, check in screenshot.