Creating a Credit Note
To create a new credit note:
- Click New Credit Note.
- Fill in the relevant details and save.
Credit Notes Columns Overview
The Credit Notes tab provides the following columns for easy reference:
- Date: The issue date of the credit note.
- Reference: Reference number assigned to the credit note.
- Customer: The customer for whom the credit note was created.
- Sales Invoice: Reference number of the related sales invoice.(Note: Linking to a sales invoice is optional.)
- Description: Additional details describing the credit note.
- Cost of sales: Indicates the allocated cost for inventory items returned or refunded through this credit note.
- Amount: Monetary value stated on the credit note.
Customizing the Columns Displayed
You can customize which columns appear in this tab:
- Click the Edit columns button.
For detailed instructions, refer to the Edit columns guide.