<< Click to Display Table of Contents >> Navigation:  Invoicing > Itemised Credit Note

Before first use, you must enable itemised credit notes in Tools > Customise > Invoice Layout > Enable Itemised Credit Note. You may wish to disable free type credit notes with the next tick box to ensure all users perform credits in the same way.

 

1.Right-click an order reference number

2.Select Invoicing & Payments... and select Itemised Credit

3.The credit opens, so click Edit to begin

4.Click the arrow by Add Product > Original Order Items to select some products from the original sales order

5.Continue to add products up to the value of the desired credit

6.Click Save on the bottom toolbar.