Creating a Credit Note in the Workflow

How to create a Credit Note in the Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document associated with the workflow you want.
  3. Click on the “Add” button.
  4. Select from the menu “Create Credit Note”.
  5. Fill out the credit note data as required. For more details about the nature of the credit note fields, see the guide “Credit Notes”.
  6. Click on the “Save” button.

Adding a Form from the Related Forms to a Workflow
Adding a Time Log in the Workflow
Adding a Purchase Invoice in the Workflow