You have introduced a Credit Note to the system. Could you please advise how to issue this. Do we start off as with a new order/invoice or do you have to start with the original order on which the to be credited items are listed? Does the Credit Note have a unique number on its own or does it merely take the next available Order No? I have raised a credit note master on the Designer but am struggling to find how to start raising it.
Hi Don,
Welcome to the forums. We would recommend creating a new customer Order to be used as a Credit Note.
First create a new product called Credit Note. While you are in the Edit Product window, for Manufacturer / Supplier you could enter your own company name, and you may also want to uncheck "Enable stock control for this product" under the Stock Levels Tab.
Next, please follow the steps in this post: https://www.easify.co.uk/forums/topic?topicid=453
After competing the steps in the above post you could then print a Credit Note for the customer from the Print menu on the Order.
Hope this helps,
James
