Manage Credit Notes

This document offers step-by-step guidance on managing credit notes, highlighting the essential aspects of the process.

Add an Credit note

1. Open the application
2. Go to Credit Notes
3. Click on Add New
4. Fill in the mandatory information
5. Add line items
6. Click Save to save the information
7. or click Cancel to close the modal without saving your changes

Edit an Credit note

1. Open the application
2. Go to Credit Notes
3. Click on Edit
4. Edit the information
5. Click Save to save the information
6. or click Send to send the document to the defined contacts
7. or click Cancel to close the modal without saving your changes

Delete an Credit note

1. Open the application
2. Go to Credit Notes
3. Click on Delete
4. Confirm deletion