If you want to credit a specific invoice:

1. Open the invoice (must be a part, final or sales invoice).
   

   Creating a credit note using a Project Invoice is not currently supported.

    
2. Click Create (top right of screen) and select Create Credit Note.
3. Enter a reference number (optional).
4. Record the reason for the credit in the description field (optional), or use a Descriptions template.
   

   Once you've saved the credit note, you can upload any internal records, documents or photos (such as credit slips) using the Notes and/or Documents & Photos tab.

    
5. To add items from the linked invoice: click Multi-Search > Invoice Items, select the checkbox next to the items, then click X to close the window.
   

   As you add line items, the value will appear in the Summary area.

    
   Alternatively, you can manually enter an ad hoc item via the Add Line Item button, or select items from inventory via Multi-Search > Inventory.
6. Adjust/enter the Qty and Sell Ex value of items to be credited.
7. If you use Tracking Centres for reporting purposes, select a Tracking Centre for each item.
8. If inventory items need to be returned to a different Stock Holder, click (magnifying glass icon) and double-click to select a stock holder from the list.
9. Save Credit Note.
10. Click Allocate if you wish to allocate the credit value to the original invoice.
    

    If you click 'Do Not Allocate', the credit value will be held against the client for future invoice allocations.

     

Tax inclusive pricing

By default, unit prices are treated as tax exclusive, but if the invoice from which you are creating a credit note had the Tax Inc. checkbox selected, your credit note will also be tax inclusive.

 

 

If you want to create a credit against a client for allocation to future invoices or payment of credits (refund):

1. Go to Create > Credit Note.
2. Click Client.
3. Type in the client's name, or click (magnifying glass icon) to search and select a client.
4. Record the reason for the credit in the Description field (optional), or use a description template.
5. Enter a reference (optional).
6. Click Add Line Item.
7. Enter the part number, item name, quantity and sell value.
   

   Alternatively, you can use Multi-Search > Inventory to search and select items from inventory.

    
8. If you use Tracking Centres for reporting purposes, select a Tracking Centre for the item.
9. Mark the status as Approved and Save Credit Note.
   

   Only Approved credit notes can be allocated to invoices.

    

Once you've saved, the Totals area appears.

Tax inclusive pricing

If you want your line items to be tax inclusive and you've set the Tax column to GST, click the Tax Inc. checkbox prior to approving the credit note.

 

 

1. In the totals area, click the Credits Applied total value link (e.g. $0.00)
   
2. Click Allocate Credit.
   

   Credit Notes need to be in an Approved status in order for them to be available to allocate to invoices.

    
3. Enter the Allocate amount(s) for this invoice.
   
4. Click Save Allocation.
5. Click X to close the window.
6. Save the invoice.

1. In the totals area, click the Credit Applied total value link (e.g $0.00)
2. Click Add Allocation.
3. Click Add Allocations.
   
4. Click the checkbox next to the invoice(s) to be credited.
   
5. Click X to close the Allocate Invoice window.
6. Enter the Allocate amount for each invoice.
   
7. Click Save Allocation.
8. Click X to close the window.
   The Credit Note Allocations window will now show the invoices and credit amounts that have been applied.
   
9. Save Credit Note