Credit Notes
If you have generated an invoice and noticed it is incorrect, you will need to raise a credit note before you are able to generate a new invoice.
To credit note an invoice, do the following:
- Click on the Children button and select 'Accounts':
- Select a child from the list and click on the 'Credit' tab:
- Click on the 'Raise Credit Note'
button.
The Credit Notes page will be displayed: - Select a reason for crediting the invoice from the 'Credit Note Reason' dropdown list.
You can customise the options that appear in this list by going to Settings > Data Lists and selecting 'Credit Note Reason' from the dropdown to view / edit the data list. - Select the date of the credit note; today's date will be selected by default.
- Enter a description if you wish.
- Locate the invoice you want to credit in the table; by default the system will show the child's unpaid invoices, you can view the child's paid invoices by selecting the 'Paid Invoices' option.
- Select the invoice by clicking on the
button.
- A summary will be displayed:
- If you want to print the credit note upon saving, select the checkbox underneath the table.
- Click on the 'Save' button.
- The credit note will be listed in the 'Credit' tab of the child's account. For example:
- On the 'History' tab of the child's account you will notice that the invoice which you credited is now coloured-in brown and the child's account balance has been updated. For example:
- You can now generate a new invoice for the child's account.
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