Add New Credit Note | Create Credit Note

Note: Follow this guide to create Credit Note from scratch, or learn how to Create Credit Note from Invoice.

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Credit Notes option.
   
3. Click New Credit Note button.
   
4. Select Customer, and optionally Vehicle field.
   
5. Optional Credit Note Settings: Set Credit Note Date (current date by default), and adjust Credit Note number.
   
6. Optional Additional Settings: Enter Ref number, and Admin note.
   
7. Add Credit Note lines/items.
   1. You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
      Click on Add Item dropdown, select an item from the list and click Add button.
      

      Note: If you need to add new Items to the system (Add Item dropdown list), please follow this guide: Add New Item

   2. Manually Enter Credit Note items.
      Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click Add button.
      
8. Credit Note items will get added to the list.
   You can still update each line (e.g. quantities, descriptions, rates, tax/vat), re-order item lines (Reorder Items on Invoice), or delete a line by clicking
   
9. Optional: Credit Note Discount and Adjustment.
   You can set Credit Note Discount (percentage or fixed amount) that can be applied before or after tax/vat.
   You can make additional adjustment. Adjustment can also be a negative numbers (e.g -5).
   
10. Optional: Client Notes & Terms.
    You can enter additional information to Client Note field and provide some additional Terms & Conditions.
    Both fields will be visible at the bottom of the Credit Note (PDF and online document).
    
11. Click SAVE button to add Credit Note to the system, or Save & Send to save and send Credit Note email notification to customer.