Credit notes allow you to manage adjustments to invoices for customers. These can be added directly from a customer's profile or within an invoice for specific cases.
If an invoice has been passed to a work address, the credit note must be raised within the invoice itself.
Check out the article on how to Add a credit note against an invoice.
➡️ Navigate to the customer's dashboard > Quick links > Invoices > Add new credit note
Fill out the credit note form
Enter the required details, including a description for the credit note (e.g., "Labour reduction").
Edit the date of the credit note, if necessary.
Choose breakdown type: Select whether the credit note will be broken down by category or into detailed line items.
Save the credit note: Ensure you click Save to finalise and apply the credit note.
You can see the total debtors amount in the side panel, overlaid on the map for quick reference.
