There are two kinds of Credit Notes you might want to create, a Miscellaneous credit note or a Credit note related to a specific Job Invoice or Excess Invoice. How to do both will be explained below.
Creating a Credit Note
Should you need to create a credit note linked to a specific Job Invoice or Excess Invoice you will need to make use of the Reverse button on the Invoices screen_. The How To is Documented in Reverse An Invoice
The Credit Note will be created after the Reversal.
Creating a Miscellaneous Credit Note
Select the appropriate account number using the lookup button.
Indicate the Reason for the Credit Note you wish to create.
In the Credit Note Line details section of the window enter the following information:
-Assign a General Ledger Code to the entry.
Once all lines have been added, click OK to save and create the credit note.