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The required fields are: Entity, Company, Transaction Type, Currency, Amount, and Expense GL Account.
The "Credit Note (create)" form. The Main tab
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After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
To create a document based on the Credit Note, click the Generate button and select the required document type:
- Cash Payment: For cash payments to customers.
- Bank Payment: For bank payments to customers.
- Cheque Issued: For payments to customers made by bank cheques.
- Money Payment (Plan): To plan payments to be sent to the customer. This type of documents is available if the Cash Flow Forecasting option is selected on the Administration > Settings > Money form.
The data from the credit note will be automatically copied to the new document.
For descriptions of other buttons, see Document Toolbar.
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