Credit Notes
Create Credit Note
- On the Vehicle Overview Screen, click Credit Notes.
- Click New Credit Note button.
- Fill in Customer and Vehicle fields.
- Optional Credit Note Settings: Set Credit Note Date (current date by default), and Credit Note Number.
- Optional Additional Settings: provide reference #, and add notes.
- Add Credit Note lines/items.
- 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
- Manually Enter credit note items.
Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click Add button.
- You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
- 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, or delete a line by clicking
- 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).
- 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).
- Click SAVE button to add invoice to the system or Save & Send – save and send credit note email to customer.
