A credit note is generated by the system when you cancel an invoice after reopening an account.
If an invoice needs to be credited, you can open the account to issue a credit note. Select the booking, click 'Account info' and 'View Account'.
View Account
Click 'Open Account'
Confirm your choice
Click 'Open Account' on the confirmation pop-up box/
Click 'Save'
Click the 'edit client' button
Navigate to the credit note
Click 'Transactions' and 'View' next to the credit note. An automated system generated credit note will always have a generic reference. The text will always be 'Reverse Invoice' followed by the 'invoice number'
If you do not see 'View' this is due to using the Excel credit notes. You can look up our tutorial called 'How to set your preference for generating invoices, pro formas and credit notes' if you would like to change this.
Here is what it looks like if you use Excel invoices and credit notes:
Generate the credit note
When you select 'View' next to the Credit Note (if you use the PDF invoicing or on the transaction if you use the Excel invoicing), you will generate the credit note document.
If you get any message saying you are blocking a pop-up, you can allow the pop-up. NightsBridge is a safe platform to download from.
If you receive the following message:
This means that the credit note was manually added and is not associated with an invoice. This means that if you need the document, you will need to manually create it as the system does not have the data required to create the document from the available data.