Reminder: a credit note is a negative invoice sent to a customer in order to totally or partially cancel an already issued invoice. A credit note can also be used to refund or apply a commercial discount.
Frisbii allows you to create, clone and edit credit notes, which are visible in the related list in your invoice.
Note: your choice will have an impact, depending on whether you wish to make a refund or a cancellation.
4. Save.
5. Click New or Manage Products, to add invoice line items, from the Invoice Line items related list.
1. Go to the Invoice tab.
2. Open the invoice you wish to pay with a credit note.
3. Click on New Payment from the Credit Note related list.
This record updates the information in the Payment Summary section on your invoice and updates the Balance Due field.
4. Select in the Credit Note field the credit note you wish to attach to this invoice to partially or totally balance the invoice.
5. Fill in the additional information.
6. Save.
5. After checking, issue the credit note.
This is how to save time when reversing a credit note with an invoice!
Attention: In order to cancel an invoice with a credit note, follow the procedure described above!