You can view and process voided or deleted customer credit notes at any time. How it Works Clicking on a contact name, you can view their details. You can view the credit note history and can also enter a new note. You cannot view the Voided or Deleted credit notes in graphs or reports. Find a Deleted...
Here Clickentry explaining the typical occasions when you might be in need to use a credit note and how you can do that. You Invoiced to a Customer, But They Noticed a Mistake In such a case, the customer will not pay the original invoice because he has noticed some mistakes. Eg you created the invoice...
Clickentry allows you to email a credit note to your customer only when you have it open. You can include a PDF of the credit notes as an attachment, any other attachment file. Besides this you can send a copy to yourself, and mark the credit notes as sent. In the Account menu, select Sales...
You can take a print of your credit notes as PDF. You can take a print of a credit note as PDF only after saving this. In the Account menu, select Sales (Accounts >> Sales). Select the status tab where your credit note is. Find and open the credit note you want to print. Click the Print PDF button. It...
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 from...
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 of...
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 case...
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 to...
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 to...
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 credit...
