Credit Notes

The Credit Notes tab in Manager.io allows you to create, review, and manage credit notes issued to customers. Credit notes are essentially inverted invoices that document refunds or cancellations related to invoices that were previously issued.

Creating a New Credit Note

To create a new credit note, click on the New Credit Note button.

Credit Notes Overview

The Credit Notes tab displays several columns providing details about each credit note. You can customize which columns are shown by clicking the Edit Columns button.

Column Descriptions

• Date: The issuing date of the credit note.
• Reference: The reference number assigned to the credit note.
• Customer: The name of the customer to whom the credit note was issued.
• Sales Invoice: The reference number of the sales invoice associated with the credit note. It's not mandatory for a credit note to be linked to a specific sales invoice.
• Description: A description of the credit note.
• Amount: The amount specified on the credit note.

For more information on customizing columns, see the Edit Columns guide.