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Steps to log credit note against a purchase


Step 1: To log a credit note, click on the add credit note button as shown in the screenshot below.

Add credit note button

Step 2: Please select an existing vendor from the suggestions list. Next, select the bill number against which you received a credit note. Please note, a credit note can be issued for amount no more than the bill amount.

Select vendor

Step 3: Fill out the details for credit note as shown below and click on ‘Save’ button.

Save credit note form

Step 4: The credit note data is saved, if you wish to view the summary of credit note please click on the action icon as shown below.

Credit note receipt

Step 5: Click on close button to close to go back to the listing.

Close Credit note receipt



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