Click a status tab in which your credit note exists, then find and open the credit note you want to copy. If you want to copy a voided credit note then you will need to search in All tab.
Click on the Credit Note Options drop-down button, select the Copy option.
Click Ok.
Enter or edit the required information into the credit notes fields.
You can also add new items or edit the existing one.
Click on the:
Receipt Upload button if you want to add a receipt to the credit note.
Save as Draft button if you want to save the credit note as a draft.
Approve button if you want to save the credit note as Awaiting Payment.
In the Account menu, select Sales.
Click the New Credit Note button on the top right.
Enter the required information into the credit notes fields. It's... read more
In the Account menu, select Sales.
Either select All or Awaiting Payment tab from invoice status tabs.
Find and open the invoice you want to credit. Using the Search option,... read more
Enter the customers' credit note information into a CSV template and then import the file into Clickentry.
In the Account menu, select Sales (Accounts... read more
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