How to raise a credit note [Video]

In this training video, you can learn how to raise a credit note for a finance line. This includes how to add credit as a finance option along with how to print or email this credit note.

In Brief

• Navigate to a Contract and open the Finance tab

• If you don't already have Credit as an option within the details column of a finance line, right click and chose Add New Items to add this as an option

• Click the + button to add a new line, choose credit, and then you can enter more details about why the credit has been issued within the details column

• Enter the figure as a negative amount within the Charged column, and make sure the VAT and Gross figures are correct

• Click Invoice, select the credit and choose print or email to generate this credit note