Credit Note


The Credit Note is created when user have billed extra amount to customer and have to balance it out by adding the amount in the account in negative.
A sample is given below:

Credit Notes amount is always in red and negative value.
All the accounts which has a 
 icon means that the account is not yet invoiced.Once the accounts are invoiced and are in draft status 
 icon is displayed.After the invoices are approved 
 icon is displayed.
Creating Credit Note

Go to Invoices tab and Click on the 'Create New' button in the right side of the page to create an invoice for the customer.The following dialog box pops up:
    
  1. Select Credit Note from the drop down menu in Type.
  2. Invoice To will automatically pick the customer name form the shipment. You cannot modify the Invoice To option manually.
  3. Select the Currency from the drop down menu in which you want to generate the invoice.
  4. Click on the 'Create' button.


Once the credit note is created it will be listed in the Invoices tab and by default the Credit Note status will be in draft.
The screen will be displayed:

Viewing Credit Note

Click on the generated credit note.The following dialog box pops up:
    
  1. Date will display the invoice generated date.
  2. Currency will show you the currency which is used in the invoice.You can click on Change option to change the currency.
  3. Entity displays the Customer's name.
  4. Office displays the responsible office for the shipment.
  5. Created By displays the name of the user who has generated the invoice.
  6. Shipment Ref. displays the shipment number.
  7. Status displays the current status of the invoice. It can be draft or Approved.
  8. Approved By displays the name of the user who has approved the invoice.
  9. Select Action gives you the option to either Finalize the invoice or to create a Pro-Forma. User can generate multiple Pro-Forma before it is FInalized.
  10. Click on Delete button if you want to delete the invoice. You cannot delete invoice once it is finalize.
  11. Click on 'Add Pending' button if you want to add new accounts in the same invoice. You cannot 'Add Pending' account once the invoice is finalized.
Finalizing Credit Note
Users can email multiple documents. Select the documents to be emailed and click on the 'Email Docs' button to email this document to users and/or entities. 

Click on 'Finalize' button on the credit note.The following dialog box pops up:
    


Deleting Credit Note

Open the credit note.Click on the 'Delete' button to delete the credit note from the shipment.
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