Left menu > Sales > Credit notes
1. Click on the Sales section in the left-hand side menu.
2. From the options that appear, select Credit Notes.
3. To create a credit note, click on the Create Credit Note button.
4. Select the customer or create a new one using the Add Customer option that appears when expanding the customer selector.
5. The number and reference will be filled in automatically. You can modify the number if you wish.
6. Confirm the currency of the credit note, as well as the issue date and due date. You can also attach an associated invoice.
7. Indicate whether VAT is included or not in the unit price.
8. Select the sales category under which you want to account for the credit note.
9. Fill in the services or products to appear on the credit note, including name, quantity, units, unit price, and VAT.
10. To add more services or products, click on Add a service or product. If you want to organize them into groups, you can add section titles using the Add Section button.
11. You can add an Adjustment to the credit note, as well as a Discount applied to the invoice total, either as a percentage or a fixed amount.
12. Add text if desired before or after the product table of the credit note. You also have a space for Comments.
13. In the Settings section, you will find several customization options for the credit note.
14. You have several options to finalize the generation of your credit note by clicking on the arrow next to the main button. You can choose from: Generate without sending, Generate and download, Generate, send and finish, or Save as draft.
15. You can also select Save and Send.
16. A pop-up window will appear with the email template to be sent to the client. Enter the client's email address in the Send to field if it is not pre-filled.
17. Click Confirm to finalize and send the credit note to your client by email.
18. A pop-up window will inform you that the credit note has been successfully generated and sent to the client.
19. To edit a credit note from the list view, click on the three-dot icon and select the Edit option.
20. You can also do this from the detailed view of a credit note by clicking on the three-dot icon and selecting Edit.
21. To delete a credit note from the list view, click on the three-dot icon and select the Delete option.
22. A pop-up window will ask you to confirm whether you really want to delete the credit note. Click Confirm.
