Credit Note Directly from Invoice

Question asked by Adam Bent 8 years ago

I've been through the instructions and forum, but cant find how to create a credit note directly from an inovice. Its incredibly time consuming to raise manually as well as creating the opportunity for error along the way. Can someone point me to the quickest way to raise and apply a credit note to an invoice. thanks Adam

3 Replies

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John Fouracre

Staff

1749 entries

Hi Adam,

https://www.clearbooks.co.uk/support/guides/sales/credit-notes/new-navigation-quickly-create-apply-credit-note-customer-invoice/

8 years ago

Adam Bent

6 entries

Got it, thanks John. When you have the buttons for email, link, add, etc at the top of the invoice and very visible I'm not sure why you hide the Credit Note option away. Strange. But thanks for pointing me to the correct place.

8 years ago

John Fouracre

Staff

1749 entries

No problem Adam,

Yep I agree, it is quite a popular one and probably should have a button up at the top. Hopefully, we will review the UX of this in future.

8 years ago

Credit Note Directly from Invoice

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