Creating Credit Notes for Clients

What are Credit Notes?

Creating a Credit Note for the Client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client profile.
  4. Click on the “More Actions” button.
  5. Select “Create Credit Note” from the dropdown.
  6. Adjust the settings and select the credit note items.
  7. Click the “Save” button.