The Credit Notes tab allows you to create, view, and manage credit notes issued to customers. Credit notes are essentially negative invoices that record refunds or cancellations of previously issued invoices.
To create a new credit note, click on the New Credit Note button.
The Credit Notes tab displays several columns:
The issuing date of the credit note.
The reference number for the credit note.
The name of the customer to whom this credit note was issued.
The reference number of the sales invoice to which this credit note is associated. It's not mandatory for a credit note to be linked to a specific sales invoice.
A description of the credit note.
Indicates the amount of cost allocated for sold inventory items.
The amount specified on the credit note.
You can customize which columns are displayed by clicking the Edit Columns button.
For more information, see Edit Columns.