Create and Approve a Customer Credit Note

In the Account menu, select Sales. Click a status tab in which your credit note exists, then find and open... read more

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... read more

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,... read more

Clickentry allows you to create a credit note if you have to lower the amount of an invoice. The reason... read more

You can edit a credit note but what changes you can make all depends on its status:  When a credit... read more

Enter the customers' credit note information into a CSV template and then import the file into Clickentry.  In the Account menu, select Sales (Accounts... read more

Add a Credit Note  You can add a new credit note from your Sales overview. Here you'll require to add... read more

Cleickentry allows you to allocate credit to an awaiting payment invoice so that the amount owed by your customer... read more

What you need to know We can only delete a credit note when it has either the draft status or... read more

In case you have incorrectly allocated the credit then you can remove that allocation from the credit note. You... read more

You can take a print of your credit notes as PDF. You can take a print of a credit... read more

Clickentry allows you to email a credit note to your customer only when you have it open. You can include... read more

Here Clickentry explaining the typical occasions when you might be in need to use a credit note and how you can... read more

You can view and process voided or deleted customer credit notes at any time.  How it Works  Clicking on a contact... read more