- Search, by either account number or name, for the client for whom you want to create a credit note, and click select to open the Credit Note screen relating to the specific client.
- Click select next to the specific client invoice for which you want to create a credit note.
- Create the credit note by entering the required information in the following fields:
- Click in the Date issued field and from the resultant calendar view, select the date on which you want to issue the credit note.
- Enter the required information in the Info text field. This is supplementary information that is displayed on the credit note.
- Enter the required information in the Item description, Quantity and Unit Amount fields and click Add Item when complete. Billdozer automatically displays the total cost for the item.
- Add more items if required. The total is updated to show the total for all items. To edit an item, click the pen icon next to the required item and edit the required fields. To delete an item from the item list click the trashcan icon next to the item you want to delete.
- Enter appropriate information in the Comments and Data fields.
- Select the required template from the Document drop-down list.
- Click Save and Close when complete to create the credit note.
