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  1. Searching for and selecting the original invoice to be credited.

  2. Opening the Credit Note screen.

  3. Specifying the general credit note header details.

  4. Selecting Adding the credit items.

  5. Saving or closing the credit note.

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How to Search for the Original Invoice to be Credited

Navigate to Billing > Manage Invoices/Credit Notes.

The Manage Invoices/Credit Notes screen opens.

2.

In the search section at the top of the Invoice Search List screen, type or select the relevant information about the existing invoice. For example, if you know the invoice number, type it in the Invoice/Credit Note No field.

Info

In the Status field you should select the Closed option in order to search for closed invoices only and in the Invoice/Credit Note Type field you should select Non Timesheet Based Invoice - Vendor/Supplier or Non Timesheet Based Invoice - Perm/Service to search for manual invoices only.

3.

Click Search.

The invoices matching the search criteria you specified are listed in the results list.

4.

In the results list at the start of the row where the invoice that you want to credit is listed, click Credit Invoice.

The Credit Note Entry screen opens. The debtor and billing company details are pre-populated in the credit note header based on the original invoice that you have chosen to credit.

Once you have selected the relevant invoice and opened the Credit Note Entry screen you can specify the general credit note details. To do this, follow the procedure below.