A manual credit note is used when you want to cancel only a partial amount of the invoice.
If you need to cancel the invoice for a booking/extra, you should rather reopen the account in order for the system to automatically pass the credit note.
Remember that when you reopen an account after an invoice has been generated, the system will automatically generate the invoice for you.
Click on 'Clients'
Click on 'Client Search'
Search for the client and click on their name
Click on 'Transactions'
Click 'Add'
Complete the fields for the transaction
- Chose 'Credit Note' as the type of transaction.
- Choose the date.
- Add an amount.
- Add the reference.
- Click 'Save'.
View Transactions
You can see all transactions under 'Edit client'. You will see the credit note entry added as a transaction.
