How to make a payment on a credit note?

Left menu > Purchases > Credit notes

1. Click on Purchases in the left-hand side menu.

2. From the options that appear, select Credit Notes.

3. Click on the line corresponding to the credit note for which you want to record a payment.

4. A detailed view of the credit note will open. Click on Record a payment.

5. A pop-up window will appear to enter the payment details. The Supplier field will be automatically pre-filled.

6. Enter the payment date by clicking on the calendar icon.

7. Select the account number.

8. Enter the amount to be paid and any bank fees, if applicable. If you enter bank fees, you will need to specify the account number where these fees should be recorded.

9. It is recommended to attach proof of payment. You can either select it or drag and drop it.

10. To finish, click on Confirm entry.