How to use the credit notes register in JobSheet
Where credit notes live
Invoices in the sidebar lists standard, deposit, and proforma invoices only. Credit notes have their own section below Invoices in the sidebar — open Credit notes to see all CN- documents.
Steps
- Open Credit notes from the sidebar.
- Use the search box to find a credit note by number, customer, or source invoice title.
- Filter by status if you need sent credit notes only.
- Open a row to view the credit note detail.
- On the detail screen, use Source invoice to jump to the original INV- invoice. From the source invoice, linked credit notes are listed too.
Tips
- Credit notes are created sent and cannot be edited after issue. To change amounts, issue another credit note only if the remaining balance on the source invoice allows it.
- Issue credit note from a sent or paid standard or deposit invoice — not from proforma or draft invoices.
- On Reports, credit notes reduce Net money in for the period they were issued.