Creating a credit note is possible once a job has been scheduled and invoiced. Follow these steps to create a credit note.
Steps to Create a Credit Note:
Ensure the Job is Invoiced:
A credit note can only be created if the job card has been invoiced.
Locate the Credit Note Button:
Open the invoiced job card.
The "Credit Note" button will be visible at the top of the invoice.
Create the Credit Note:
Click on the "Credit Note" button to generate the credit note.
Your credit note will now be created and can be processed as needed.
