How to add a credit note

Credit notes are issued to a statement as a refund



To issue a credit note, you will need to do the following:

Step 1

Create the Credit Note by selecting Add Transaction, Insert negative amount that you would like to credit.

*Transaction type should be the same as the transaction you would like to apply the credit note to*

Step 2

Allocate Negative charge

Input the amount you will credit

Step 3

The outstanding credit should now be allocated to the respective charge.

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