How to create Credit Note?
There are two options for creating new Credit Note:
1 : From customer details screen select New Credit, it will create new Credit Note for particular customer directly.
2 : From toolbar click on + button and select Credit Note.
On selecting any of this two options it will open new Credit Note page, in that you can fill information like:
1 : Customer Details:
1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
1.3: You can fill billing and shipping address.
1.4: Credit Note Details:
1.4: Here you can set Date, Credit Note number, PDF sub title, Currency.
1.4: You can also set Discount in % or amount and also set apply discount before tax or not.
2 : Tasks:
2.1: In task section you can enter multiple task at a time by selecting from task list which will open by clicking “Add Task” button.
2.2: You can also manually enter task one by one by entering values to task name, hour and rate.
2.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.
3 : Products:
In Product section you can enter multiple Products at a time by selecting from Product table which will open by clicking “Add Product” button.
3.1: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
3.2: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.
Notes and Terms:
You can add notes, Terms and condition in related field.
After fill above details click on Save button, it will save Credit Note.