Issuing a Credit Note to a Customer

From the Main Menu

1. Select Data Entry.

2. From Data Entry, select Customers.

3. Select the customer you want to copy the prices from. You may also narrow down your customer list by, entering the round number and/or customer number on the search bar

4. Once inside the customer dashboard, on the lower left-hand side, click Credit (Increase).

5. A small window will appear which you need to fill out to enter the credits.

6. A print-ready PDF file will be generated after saving the credit note to send or give to the customers.

7. This will also appear in customer transactions located in the lower part of the customer dashboard with Type: CRN.