New: Credit Notes Now Available

You can now create, send and export a credit note in the same way that you would an invoice. On the invoice’s screen, select ‘New Invoice’ and select ‘Credit Note’ from the dropdown list. Add items to the credit note as you would for an invoice. The values are not negative on this screen but the total is negative on the invoices list screen.

Also, you can now input a supplier’s credit note on a purchase order.  In the purchase order edit screen, click on ‘Create Supplier Credit Note’. You need to already have a supplier’s invoice entered against that purchase order.

Both types of credit note will export to QuickBooks and Xero if you have connected to them.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s