Sales
About Credit Notes
A credit note is a document that is issued to prove the transaction of returning services or products whilst keeping the value of the returned items in the client’s credit without returning it; and the possibility of using that credit to pay off any current debts for the client, or to pay off future overdue invoices.
- Note: before you start, make sure to activate the sales App on your Enerpize account.
Creating a Credit Note
- Click on “Sales” from the main menu.
- Click on “Credit Notes”.
- Click on the “Create Credit Note” button.
- Select the method of saving the credit note between “Send via Email” or “Print (Offline)”.
- Note: the nature of the “Save” button at the bottom of the page changes according to this option between either “Save & Print” or “Save & Send Email”.
- Select the client from the registered client’s menu.
- You can click on the “New” button to quickly add a client to your account without needing to add detailed information. In case you wish to add a client with detailed information, you can refer to the “Add Client” guide.
- Choose the credit note items by choosing the products or the service registered on your account, with the possibility to search with the name or code.
- For more details, check the “Invoice Items” guide.
- Add the item selling price and enter the required value.
- Select the tax for each item in the credit note, and you can edit the tax name and percentage by clicking on the “Tax Settings” button.
- Note: the software supports the VAT on your account by default, and you can also apply the tax with the required percentage depending on the nationality or the country chosen on the account. For more info, please review the article “Adding a Tax to an Invoice”.
- Click on the “Preview” button to preview the credit note before saving it.
- In the preview page, you can click “Edit” to go back to the credit note creation page, or you can click on “Save & Send” to issue it.
- Click on the “Save & Send Email” button.
- Note: you can change the function of the saving button for the credit note by clicking on the arrow to the right and choosing between “Save & Send Email” or “Save & Don’t Email”.