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How to use the credit notes register in JobSheet

· Updated

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

  1. Open Credit notes from the sidebar.
Credit notes list on a computer
On a computer
Credit notes list on a phone
On a phone
  1. Use the search box to find a credit note by number, customer, or source invoice title.
  2. Filter by status if you need sent credit notes only.
  3. Open a row to view the credit note detail.
  4. On the detail screen, use Source invoice to jump to the original INV- invoice. From the source invoice, linked credit notes are listed too.
Credit note with Source invoice on a computer
On a computer
Credit note with Source invoice on a phone
On a phone

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.

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