NOTE: You can only credit sales invoices which have been posted.
How to create a customer credit note
- On the itinerary specific overview screen click Sales Invoices on the left hand side of your screen and the following will appear:
- Click on the relevant sales invoice number and the following screen will appear:
- Click Credit.
- On the following screen you can edit the Comments if relevant.
- Click Save and and the overview for the created sales invoice will appear:
- You can now view the credit note as PDF and send it to your customer by clicking the relevant buttons.