Adding Credit Notes to the Account

Last Updated: Aug 04, 2020
  1. Under the Credit Notes heading on the left click the (emoji) icon

  2. On the Generate Credit Note modal that appears select a Date for the credit note, a Template to define the appearance of the credit note and optionally, a Description for the note. Next check of the Select option for each credit that you want to display on the credit note and then click Generate to create the credit note

  3. The note will now be present on the account where it can be downloaded or delivered as needed