Credit Note:
A credit note is a receipt given by a shop to a customer who has returned goods, which can be offset against future purchases.
To access a customer's credit notes, click on the customer's profile (click "customer" on the homepage, then click "view" under the customer's name), and select "credit notes."
You will have two selection options: "create a new note" and "zip credit notes."
The "zip credit notes" option enables the grouping together of credit notes in a singular folder. This will allow for easy location during searches.
Creating a "new credit note" involves the following:
- Credit note date: An indication of the date when the credit note was issued.
- Credit note number: A unique identifier for the credit note for easy reference.
- Item: List of the items for which the credit note is being generated.
- Description: A clear and concise description for each item.
- Quantity: Specific quantity of each item associated with the credit note.
- Rate: The unit rate for the items mentioned.
- Tax: Applicable tax information for the credit note.
- Client's note: Notes or comments from the client.
- Terms and conditions: An outline of the relevant terms and conditions for the credit note.
Once these details have been accurately filled, click on "Save."
A notification will confirm that you have successfully saved your credit note, and you are assured of the proper maintenance and documentation of your financial records.
Should you require any further assistance, please feel free to contact the support.
Thank you.