Creating Credit Notes

Creating Credit Notes:

Go to the main Menu and select Credit Notes Icon/Module

Click on +(PLUS) for getting the following options

  1. CreditNote
  2. Series
  3. Settings

Select the Credit Note and a Credit Note form populated with following fields.

  1. Select The SPOC
  2. LOB
  3. Account Name
  4. Series Name
  5. Date of making the credit note
  6. Credit Note Amount
  7. Reference Number
  8. Reference Date
  9. Description for Credit Note generated

Click on Save Changes for saving the Credit Note.

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