Customer

Choose the Customer from the pull down list.

Date

Select the credit note date.

Create From Invoice

Choose an existing invoice from the pull down list. The credit note will be filled in with information from the selected invoice.

Salesperson

Enter the salesperson for this Credit Note.

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 notes are printed on the bottom of the Credit Note.

Private Comments

These are notes 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 & Email

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

Record and Apply

When creating a credit note from an invoice, click on this button to Record the credit note and immediately apply it to the invoice.

Record

Just record the Credit Note. It will not be applied to any invoice at this time. You can print, email, or fax it later, if needed.