In case you have incorrectly allocated the credit then you can remove that allocation from the credit note. You can edit other fields as well. You must have the role of either the adviser, standard, invoice only – approve & pay, or invoice only- sales only to remove an allocation...
What you need to know We can only delete a credit note when it has either the draft status or awaiting approval status. You can void an awaiting payment or paid credit note. You can still see the credit notes that have voided or deleted because they are listed in some...
Using Remove & Redo option, you can delete a payment or overpayment from an invoice or bill. If you have removed any payment using the Remove & Redo option then You won't be able to restore the transaction. But if it is done due to some error then you will need...
Cleickentry allows you to allocate credit to an awaiting payment invoice so that the amount owed by your customer against the invoice can be reduced. How it Works We can allocate the credit to an awaiting payment invoice. We can apply some or all of the outstanding amount to the invoice. In...
Add a Credit Note You can add a new credit note from your Sales overview. Here you'll require to add details of the transaction being refunded. You must have clear one thing, even though a credit note contains the same details as in the sales invoice but it is separate...
Enter the customers' credit note information into a CSV template and then import the file into Clickentry. In the Account menu, select Sales (Accounts >> Sales). Click on the Import button. Click Download template file. Open the downloaded template file. Copy your credit notes into the template file. It's important not to change the column headings provided in the Clickentry template because these need...
You can edit a credit note but what changes you can make all depends on its status: When a credit note has the draft or awaiting approval status, you can edit any field. In awaiting payment with no allocation and refund, you can edit any field in the credit note. When a...
When you are ready to charge a customer against the goods or services supplied from a quote then you can create an invoice from that quote to save your time and effort in creating a new invoice. Create an Invoice for Supplied Items Creating an Invoice from a quote when you...
You can change a quote's status back to Accepted with "Unmark it as Invoiced" option. Mark Quotes as Invoiced In the Account menu, select Sales. Scroll down to the Quote section. Select the Accepted status tab. Find and open the quote for which you want to create an invoice. Click on the Quote Options drop-down button and select Copy to Invoice option. Clicking on Ok will take you to the copied...
In the Account menu, select Sales. Scroll down to the Quote section. Select the required Status tab. Select the quote from the list you want to delete. Click the Delete button at the top of the Quote list on the right side.
