Creating a credit note

Use a credit note when the customer should receive a credit against amounts previously charged. Ask the Afirmo team if you are unsure whether a credit note is the correct accounting or GST treatment.

1. Go to Sales > Invoices.

2. Select + credit note.

3. Choose the customer in To.

4. Check the issue date.

5. Add the products or services and the amounts being credited.

6. Check each description, quantity, price, discount, category and tax rate.

7. Check the currency and whether the amounts include GST.

8. Add any useful notes or terms.

9. Select Save.

The screen is headed CREDIT NOTE and begins with a NEW status. Use View/download to check the document. Select Send & Submit only when it is ready and review the next prompt before confirming.

Applying or matching the credit note is not covered here because those controls were not safely available during production verification.