Open topic with navigation

Create Credit Note

You are able to make a full credit of any invoice.

How to credit an invoice

1. Go to Work areas - Sales - Invoices and open an invoice you wish to credit.
2. Click on the Credit button and then click OK.
   
   Note! Before the synchronisation process is finished the unissued credit note will have a temporarily status until it gets its unissued credit note number.
3. You can now Edit the unissued creditnote if you wish to change the content.
4. Click Invoice to create the final credit note.
5. Once having the credit note number you can choose to view and print the credit note by clicking the Preview PDF button.

You have now created a credit note from an invoice.

Read more about:

About Sales

Working with Quotations and Sales Orders

Getting Started with Sales

Quotation/Sales Order/Invoice/Credit note

Lists in the Sales Work Area

Reports

User Settings for Quotations/Sales orders

The Sales Order Work Area

Create invoice from sales order

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

© 2018 Mamut Software Ltd. All rights reserved. Right reserved to change the product. Mamut and the Mamut logo are registered trademarks for Visma AS or subcompanies of Visma AS. All other trademarks are registered trademarks of their respective companies.