Creating a Credit Note in a Work Order

Notice: Before starting, ensure that you have activated the Work Orders app in your account.

Steps to create a Credit Note in a Work Order

1. From the main menu, click on “Work Orders”.
2. Select from the menu “Work Orders”.
3. Click on the desired work order file.
4. Click on the button “Add”.
5. Select from the menu “Create Credit Note”.
6. Fill out the credit note details as required. For more details about the nature of the credit note fields, refer to the guide Creating a Credit Note.
7. Click on the button “Save”.

The program adds the credit note record within the work order file, and the paid amount is registered as an outgoing [cash flow] that appears in the “Financial Transactions” table of the work order.