The Add/Edit Credit Note window is where you fill in the details for the credit note. To access the Add/Edit Credit Note window, click Add New Credit Note from the Credit Note List or click edit on one of the existing credit notes.

Customer

Choose the Customer from the pull down list.

Date

Select the credit note date.

Invoice Number

Choose an existing invoice from the pull down list.

Salesperson

Enter the salesperson for this credit note, or choose one from the pull-down list.

Tax

Select any special sales tax option eg. if this is a special customer who is sales-tax exempt (for example a foreign customer).

Customer Address

Enter the customer's address.

Comments

These comments are printed on the bottom of the Credit Note.

Private Comments

These are comments for internal use only they are not printed on the Credit Note.

Credit Note Items

This is the list of items on the credit note. Click on the Add button to add a new item, then click within the Item or Description cells to access a drop-menu where you can select an item, or type the name of a new item. Remove an item by clicking the trashcan at the right of the item entry.

Add Flat Discount

Click on this button to add a flat amount as a discount to the entire credit note.

Add Percentage Discount

Click on this button to add a percentage-based discount to the entire credit note.

Add Discount per Item

Click on this button to enable the discount column for each item on the credit note. Line item discounts must be entered as a percentage.

Save as Draft

Click on this button to save the credit note as a draft.

Record & Fax

Click on this button to Record the credit note and fax a copy to the customer.

Record & Email

Click on this button to Record the credit note and email a copy to the customer.

Record

Just record the quote. You can print, email, or fax it later, if needed.