Go to Process > Invoices > Create Credit Note > Fill the details > Save/ Cancel
Fill in the details in screen below.
Click Save button to save the credit note.
Click Cancel to cancel and go back to Invoices screen.
Go to Process > Invoices > Select the credit note > Edit button
You will see the selected credit note in edit mode, update the details and click “Update” button to save changes.
In Easy, once you click on delete button invoice has been permanently delete.
Go to Process > Invoices > Select the credit note > Delete button
Go to Process > Invoices > Select the credit note > PDF button > Save on your computer
When prompted to save a file save it on your computer and open PDF file.
Go to Process > Invoices > Select the credit note > Copy button > Save/ Cancel. This will copy the selected credit note with a new number.
This will copy the selected Credit Note with new number.
Click SAVE to save this new Credit Note or click Cancel if you do not want to create this Credit Note.
Go to Process > Invoices > Select the credit note > Email button > Enter the mail details.
This opens a pop up as shown below.
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.
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.
This will open an Credit Note detail page as show below.
Go to Process > Invoices > Click credit note number > Upload attachment > Upload.
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 Delete sign to remove the attached document.