Crediting Sales Invoices

NOTE: You can only credit sales invoices which have been posted.

How to create a customer credit note

  1. On the itinerary specific overview screen click Sales Invoices on the left hand side of your screen and the following will appear:Sales invoice credit 1
  2. Click on the relevant sales invoice number and the following screen will appear:Sales invoice credit 2
  3. Click Credit.
  4. On the following screen you can edit the Comments if relevant.
  5. Click Save and and the overview for the created sales invoice will appear:Sales invoice credit 3
  6. You can now view the credit note as PDF and send it to your customer by clicking the relevant buttons.