![]() Click Add to allocate the credit and charge the customer with the appropriate decreased amount.Įnable allocating Credit Notes to invoices different from their home locationīy default, you cannot allocate a credit note created in one location to an invoice in another location.In the dialog, select an invoice to which this credit should be allocated.Under Allocations click the Allocate credit button.In order for it to actually take effect, you will have to allocate it to an invoice. You have now successfully created a credit note. Once you click Add/Add & Send, you will have a record similar to the following in the invoices list:.A dialog similar to the invoice dialog will pop up where you can select a team/individual, issue date and add items and amounts which will be deducted from the invoice to which the CR will be allocated.Go to Billing/Invoices and click the blue Add credit note button on the top corner.If an invoice has been paid, the way to credit note it is to do it directly by following the steps described above. This type of allocation only works for invoices that haven't been paid. If you try to issue more than one credit note per invoice, the system will display the following error: "Some of the fees are either not paid or not invoiced". You can only issue one credit note per invoice. Create a Credit Note, go to an Invoice and allocate it manually.Open an invoice and create the Credit Note from its page.In order for a CR to take effect, you have to allocate it to an existing Invoice. All details should be filled out by default, but you can make changes should they be needed - such as the credited amount.Find the Fee you'd like to credit and click on the cogwheel on the right of its nameл. ![]() Go to Community/Fees or open a member or team profile and find the Fees section.All details should be filled out by default, but you can make changes if needed.Find and use the Credit Note option on the top-right.Go to Billing/Invoices or a Member/Company's Profile and open the invoice you'd like to credit.They must be added manually, which will automatically put them under the default One-off fees account. The Credit Note will also not have any line items. You will have to select a Company or Member for whom you are raising credit. Note that manually added Credit Notes will not have any details filled out by default.
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