How To: Credit Notes

How to manually raise a Credit Note

  1. Navigate to Finance and select Credit Notes from the drop-down.

  2. Selecting the relevant Training Provider using the Select button next to the Issuer field.

  3. Provide the Credit Note with a Label.

  4. In the Target field, select the Company or User you are allocating the Credit Note to by defining the drop-down and pressing Select.

  5. Complete the Amount field with the value of the Credit Note.

  6. If the Credit Note is tax exempt ensure that the Tax Exempt tick box is complete.
  7. Fill in the expiration date. Please note, if the due date of the Credit Note is left blank or set to the day you are creating it, then you will not be able to use it. The due date needs to be set in the future.

  8. Click Save to create the Credit Note.

How to use a Credit Note against an Invoice

  1. Navigate to Finance > Invoices and select Make Payment from the context menu.

  2. In the window that appears, tick the Credit Note you wish to use.

  3. If the Credit Note is for the whole amount outstanding on the invoice, select Make Payment. Otherwise, after selecting the credit note, you can exit the dialog box.