Creating Credit notes

To create a credit note, Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

You will be redirected to the following screen.

Then, click on ①‘Create a New Credit Note‘

You will be redirected to the following screen.

① Use the filter to find relevant Billing invoices.

② Select the relevant Billing invoice.

③ Enter the relevant item(s) quantities.

④ In the case there are no relevant items, you can make a Custom Item.

⑤ Adjust the Credit Note No. here if you wish to.

⑥ Input the reason for the credit note here.

⑦ You will be able to see the Total here.

Once finished, click on ⑧‘Create‘

If you wish to edit or view existing Credit Notes, Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

You will be redirected to the following screen.

Click on ①‘Credit Notes‘

Scroll down and you will be able to edit, or view the details of already existing Credit Notes.