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Creating and applying a Credit Note is a two-step process. Firstly, you need to create the Credit Note against the Customer and then secondly, apply the Credit Note as a Payment against an existing Invoice.

Creating a Credit Note for a Customer


1. Choose the Customers Icon from the Top Menu.

2. The Customer List will display. Locate the applicable Customer record and click the View button to view the Customer’s Details.

3. On the Customer Details screen, choose the Invoices Tab.


4. Scroll down the screen to the Credit Notes section and click the +Create Credit Note button to create a new Credit Note for the Customer.


5. The Add A Credit Note pop-up window will display. Enter the Credit Note Amount, select a date from the Calendar and provide a Reason for the Credit Note. When you are ready, click the Save button.


The Credit Note is now created and ready to be applied against an Invoice.


Note: There is also an option on this tab to push the Credit Note to Xero and MYOB. When the Credit Note is pushed it may take a few minutes to appear in your accounting system.



Applying a Credit Note as a Payment against an Invoice


1. Choose the Invoices Icon from the Top Menu.


2. The Invoices List will display. Locate the applicable Invoice record and click the Invoice Number to view the Invoice Details.


3. Click on the Payments Tab then click the +Add Payment button.

4. The Add Payment pop-up window will display. Select the Payment Date using the calendar button and then choose Credit Note from the Payment Method dropdown menu.


5. Choose the Credit Note you wish to apply from the Credit Note dropdown menu.


Note: The entered payment amount will not be able to exceed the remaining balance of the credit note. This will translate as an application of the credit note against the invoice in your accounting package.


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6 Comments

  1. Anonymous

    Are we able to download and email a copy of the credit note?

  2. It's not possible to download and email credit notes but these are captured in Payments Report which you can access in Reports → Payments Report.

  3. Anonymous

    Can this be downloaded from Xero if we have that account linked?

  4. When you apply a payment using a credit  note, it also sends across to Xero where it becomes visible in the invoice in Xero side.

  5. Anonymous

    How do you apply an overpayment of an invoice?

  6. Anonymous

    Can I use this process with Quickbooks?


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