Credit Notes

The Credit Notes tab allows you to create, review, and manage credit notes issued to customers. These credit notes function like inverted invoices, serving as documentation of refunds or cancellations associated with previously issued invoices.

Creating a Credit Note

To create a new credit note:

1. Click New Credit Note.

2. Fill in the relevant details and save.

Credit Notes Columns Overview

The Credit Notes tab provides the following columns for easy reference:

• Date:
  The issue date of the credit note.

• Reference:
  Reference number assigned to the credit note.

• Customer:
  The customer for whom the credit note was created.

• Sales Invoice:
  Reference number of the related sales invoice.
  (Note: Linking to a sales invoice is optional.)

• Description:
  Additional details describing the credit note.

• Cost of sales:
  Indicates the allocated cost for inventory items returned or refunded through this credit note.

• Amount:
  Monetary value stated on the credit note.

Customizing the Columns Displayed

You can customize which columns appear in this tab:

• Click the Edit columns button.

For detailed instructions, refer to the Edit columns guide.