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 new credit note window will appear.

6. Select the products you want to create a credit note for.

7. Once done a print-ready PDF file can be generated, this auto saves the credit note as well.

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