Clickentry allows you to create a credit note if you have to lower the amount of an invoice. The reason for this may be due to returned goods, damaged goods, or a cancellation in the sale or purchase agreement. There are multiple places in Clickentry from where you can create a credit note, such...
You can create a credit note to make a correction to an awaiting invoice. You need to approve the credit note so that it can be allocated to the required invoice. How it works When you need to make a correction to an invoice that you have sent then you can issue...
In the Account menu, select Sales. Either select All or Awaiting Payment tab from invoice status tabs. Find and open the invoice you want to credit. Using the Search option, you can easily find the invoice. Clickon the Invoice Option drop-down button and select Add Credit Note option. Enter the required details or edit them. Click the Receipt Upload button if you want to add a receipt to the...
In the Account menu, select Sales. Click the New Credit Note button on the top right. Enter the required information into the credit notes fields. It's almost the same as entering information into an invoice(Link Required). Click on the: Receipt Upload button if you want to add a receipt to the credit note. Save as Draft button if you want to...
In the Account menu, select Sales. Click a status tab in which your credit note exists, then find and open the credit note you want to copy. If you want to copy a voided credit note then you will need to search in All tab. Click on the Credit Note Options...
Clickentry allows you to add your logo to the standard branding theme. The logo is displayed on the invoices, quotes, credit notes, statements, and purchase orders. Following these steps, you can add or replace a logo in your PDF Document. Before uploading your logo, make sure the designed logo meets all...
If you want to change your organization's address details then you can customize it. Your organization's address details are displayed on invoices, quotes, customer credit notes, customer statements, and purchase orders. By default, the address that is used on your documents is the postal address in Organisation details. But If your contact...
You can Edit the draft quote or the one you've sent to make changes in its details. Edit a Draft Quote In the Account menu, select Sales. Scroll down to the Quote section. Select the Draft tab. Find and open the quote for which you want to make changes. Using the Search option you can easily search the quote. Make the desired changes in the...
Customer Quote provides the customer an approximate budget price for the works to be performed. Create a New Quote You can create a quote for customers to let them know an approximate budget price for the work to be performed for them. You can enter detailed information about the proposed solution....
Only Standard or Advisor users can print or email a quote. Print a Quote In the Account menu, select Sales. Scroll down to the Quote section. Select any of the tabs from the Sent, Accepted or Invoiced status tab. Find and open the quote you want to print. Click the Print PDF button. It will ask you to save the file. You can update the name of the...
