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 import a credit note, click on Import a credit note.
4. A pop-up window will open. Attach or drag and drop a credit note. Accepted formats are PDF, JPG, and PNG.
5. Once the credit note is attached, click on Add the credit note.
6.A pop-up window will appear to inform you about the import status and duration.
7. Once the import is complete, click on one of the lines of the imported credit notes or on the three-dot icon, then select the Process option.
8. In the detailed view of the note, click on Process the credit note.
9. Verify that the data extracted during the import is correct or make the necessary changes, then click on Process the credit note to finish.
10. To download a credit note from the list view, click on the three-dot icon and select the Download option.
11. To duplicate a credit note from the list view, click on the three-dot icon of the note you want to duplicate, then click on Duplicate. The detailed view of the duplicated note will automatically open so you can process it.
12. To locate a credit note in the list, click on the filter icon. You can filter by keyword, client, status, and choose to display only unchecked invoices.
