Discover the Best Credit Note Invoice Format for Customer Support

Credit note invoice format for Customer Support

welcome to fast accounts how to add a credit note and offset it with an invoice in this video we will cover how to add a customer credit note and how to offset it with an invoice adding a credit note log in and navigate to the invoices section under the sales tab click the add new button located in the top right corner Corner choose credit note select the relevant customer enter the date term days due date document number and project name if applicable select products being returned providing their description quantity and unit rate if applicable enter discounts vat or GST information enter any necessary notes or terms terms and conditions in the notes section if a payment has been made and you want to record it simultaneously add the payment details ingly in the receipt column carefully review all entered information for accuracy once confirmed proceed to approve and close the credit note offsetting the balance after approving and closing the credit note if there's a need to offset the balance with any sale invoice click on offset in the action menu all outstanding invoices of that particular customer with their balances will appear you can observe that payments have been automatically allocated to the bills in ascending order if you wish to allocate the amount to a specific Bill remove the automatically allocated amount from the payment columns enter the credit balance in the payment column in front of that bill with which you want to offset the credit note press save and close to finalize the offset entry thank you for watching and we hope this video was helpful