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Sales Credit Note

1Create a credit note

Go to Process > Invoices > Create Credit Note > Fill the details > Save/ Cancel

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Fill in the details in screen below.

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Click Save button to save the credit note.

Click Cancel to cancel and go back to Invoices screen.

2Edit a credit note

Go to Process > Invoices > Select the credit note > Edit button

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You will see the selected credit note in edit mode, update the details and click “Update” button to save changes.Autobackup

3Delete a credit note

In Easy, credit notes are not deleted, but notes marked as deleted are stored under Void invoices tab. So, if you have deleted any invoice by mistake you can still restore it.

Go to Process > Invoices > Select the credit note > Void button

Go to Process > Invoices > Select the credit note > Restore button > View under unpaid tab

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You can view all void credit notes under Void tab.

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4Restore a deleted Credit Note

If you have deleted a Credit Note in Easy by mistake don’t worry we don’t delete any Credit Note from the system but mark them as void. you can find all void Credit Notes under Void tab.

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To restore deleted Credit Note select the Credit Note you want to restore and click Resoter button.

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Once Credit Note is restored you can view it under Credit Note tab.

5Create PDF Credit Note

Go to Process > Invoices > Select the credit note > PDF button > Save on your computer

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When prompted to save a file save it on your computer and open PDF file.

6Copy Credit Note to create new Credit Note

Go to Process > Invoices > Select the credit note > Copy button > Save/ Cancel. This will copy the selected credit note with a new number.

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This will copy the selected Credit Note with new number.

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Click SAVE to save this new Credit Note or click Cancel if you do not want to create this Credit Note.

7Email Credit Note to customers

Go to Process > Invoices > Select the credit note > Email button > Enter the mail details.

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This opens a pop up as shown below.

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Enter the email address where you want to email Credit Note under To section, enter the email addresses in CC and BCC section if you want to copy same Credit Note to some other email address, enter the subject and click SEND EMAIL button.

 PDF copy of the invoice is attached to the email sent.

8View Credit Note details

Go to Process > Invoices > Click credit note number. A new screen will pop-open from where you can edit/ delete/ create PDF/ send email. To upload attachment, Enter the title > Select the file > Upload.

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This will open an Credit Note detail page as show below.

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  • From this screen you can Edit or Delete Credit Note, create PDF and send Credit Note in email.
  • To upload attachment to the Credit Note enter the title, select the file to attach and click Upload.
  • Click “Go Back” to go back to the credit note list

9Attach documents to Credit Note

Go to Process > Invoices > Click credit note number > Upload attachment > Upload.

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Go to upload Attachment section on this page.

Enter the title of the attachment, select the document to attach and click Upload.

Once uploaded document will be shown under Upload Attachment section.

You can click X sign to remove the attached document.

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