🔁 How to Add a New Credit Note
To create a new credit note in the ERP system:
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Navigate to Sales > Credit Notes.
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Click “Add New Credit Note.”
🧍♂️ 1. Select Customer
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Choose the customer from the dropdown. Their details, including billing information, will auto-populate from their profile.
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You can click the edit icon to manually adjust or add new information.
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Credit Number – Auto-generated by the system for easy tracking and reference.
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Credit Date – The official issue date of the credit note.
⚠️ Any changes made here affect only this credit note — the customer profile remains unchanged.
🧾 2. Fill in Credit Note Details
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Currency – Auto-selected based on your default or the customer's profile settings (e.g., USD).
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Discount Type – Apply a percentage or fixed discount, if applicable.
- Reference Number – Use this to link the credit note to a related document, like an invoice or purchase order, for easy tracking and context.
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Admin Note – Internal-only field for comments, instructions, or context for your team.
➕ 3. Add Items to the Credit Note
You can credit specific items or services previously billed:
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Click "Add Item" to select from existing products/services.
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Items auto-fill the details below, or you can manually enter them:
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Description – e.g., 50 bags of cement
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Long Description – e.g., Cement bags for plastering
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Unit – Quantity being credited
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Rate – Unit price
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Tax – Applicable tax rate
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💡 Use the ➕ icon to register a new item if it’s not yet in the system.
💬 4. Client Note (Optional)
Add a message or comment that will appear on the credit note sent to the customer. This could include explanations, return reasons, or adjustment details.
💾 5. Save and Send
Once all fields are filled in:
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Click “Save” to store the credit note.
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Use “Send” to email or share it with the customer directly.
