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leekiau
Level 1

I would like to view CN i hv done and churn out invoice listing with CN in it. How to do?

 
1 Comment 1
GlinetteC
Moderator

I would like to view CN i hv done and churn out invoice listing with CN in it. How to do?

I've got steps on how you can view and apply the Credit Note to your invoice, leekiau.

 

It's easy to locate the Credit Note and later apply to your customer's invoice. I'll show you how:

  1. Go to the Sales tab and select Customers.
    cn.PNG
  2. Select the name of the customer you'd like to view the Credit Note for.
    cn2.PNG
  3. In the Transaction List, locate the Credit Note.
    cn3.PNG
  4. Click the note to open it.

You're now ready to apply it to the invoice. Here's how:

  1. Click Sales in the left panel and select Customers.
  2. Locate and click the customer's name.
  3. Locate the invoice you want to apply the credit to and click Receive Payment.
  4. Enter the necessary information on the Receive Payment window.
  5. In the Outstanding Transactions section, make sure to select the correct invoice.
  6. Click Save and close.

The steps above will help you locate the Credit Note and apply it to your customer's open invoices. 

 

I'll be right here if you have any other concerns.