Credit Note

Manage credit notes

Credit notes are vital financial instruments issued by companies to acknowledge credit owed to a customer. This credit can be applied towards future services or redeemed for refunds, depending on company policy.

Add a credit note

1. Navigate to the 'Credit Note' tab within our Accounting Software.

2. Click on the "Add Credit Note" button to initiate the process in our ERP Software.

3. Fill in the required fields that appear, detailing the necessary information for a comprehensive credit note management using our Technology Solutions:

4. Select the invoice(s) against which the credit note is being issued to link the credit to specific transactions.
5. Add the amount of credit issued, ensuring it corresponds to the relevant invoice adjustments or refunds.
6. Enter the customer's address, which may be necessary for record-keeping and formal documentation.
7. Once all details are correctly entered, click the "Save" button to finalise and save the credit note in our CRM Software.

To create a credit note, you'll need to include the following details:

1. Name: The name of the client or customer to whom the credit note is issued.
2. Tax ID: The tax identification number of the client or customer (if applicable).
3. Credit Note: A unique identifier or number for the credit note.
4. Date: The date when the credit note is issued.
5. Company: Your company's name or identifier.
6. Select Invoices: The invoices related to which the credit note is issued.
7. Amount: The amount credited to the client or customer.
8. Address: The address of the client or customer.

This procedure not only ensures the proper management of financial adjustments but also aligns with our Business Software's capabilities for enhancing operational efficiency and maintaining stringent financial controls.