Credit Note Invoice Format for Entertainment Made Easy

Credit note invoice format for Entertainment

credit notes what are they whenever used and how does it come into plate for your subscriptions in this video we'll learn all about them credit notes are created to track the money that you as a business or to your customers let's see some of the ways in which they can be used when you owe money to your customers you can pay off your debts by applying the credits on their invoices you can provide this comes to your customers in the form of credits when your customer upgrades are done rates to a different plan in the middle of the billing cycle a credit note will be raised for the unused amount which can be automatically applied on the customers future voices now let's see how credit notes work in lower subscriptions login user subscriptions go to the customers module select a customer for whom you want to create a credit note click more and select new credit note here you can choose to email this credit note to your customer and also send it to an existing on you've got that person the credit load number will be auto-generated select the date on which you wish to create the credit note you can enter a reference number here if you wish select the plan and you can edit the quantity price and tax applicable on it you can add multiple plans by clicking here select the add-ons you can edit your add-on details here you can add multiple adults by clicking here enter many nodes to be displayed to your customer on this credit note you can mark this box if you wish to display the same for your future credit notes as well enter the terms and conditions of your business here you can choose your template to know more about templates you can click the link in the description below now you can click Save this is how you credit note will look like you can find all your credit notes by going to the credit notes module in the left sidebar once you have created a credit note you can apply it to your customers invoice to do this click more and select apply to invoice here select the amount to be credited for the different invoices and click Save once a credit note is applied to invoices it will be marked as closed you can scroll down and find the credits applied here if you wish to delete any credit applied you can click the trash icon ends over subscriptions you have the option to redeem your customers credit while you're creating updating or renewing the subscriptions to enable the option to redeem credits in zubur subscriptions go to settings preferences and select invoices scroll down to the credit notes section and mark the box redeem credit notes now click Save at the bottom of the page after this your customers credits will be automatically applied to their subscriptions if you have recorded a credit note for your customer but I've paid them offline then you can choose to refund the credit note to do this go to the credit notes module and select the credit note you wish to refund click the refund button here enter the amount to refund and add a note click Save you can scroll down and find the refunded amount here to delete this refund you can click the trash icon you can choose to add custom fields for your credit notes to add custom fields go to settings preferences and select credit notes click here to add a new custom field fill in the details and click Save now go back to the credit note click more and select update custom fields update the field and click see now this custom field will be available every time you create a credit note you can click here to filter credit notes based on the different statuses or create a new custom view and define a criteria to filter the credit notes if you have a list of credit notes you can click the hamburger icon and sort them based on the different fields you can choose to update the various fields in your credit notes in bulk to do this select the decide credit notes click the bulk update button selling the fields to update and their value click update views you also have a lot of automation features for credit notes to view these features go to settings and select automation here you can find a list of all the automation features and select from any of them for example you can create the web hub to be triggered for your credit note actions and so on similarly you can use other automation features such as email alerts custom functions and custom schedulers for your credit notes let's have a look at the other actions that can be performed on the credit notes go to the credit notes module and select any credit note here you can choose to print the credit note download its PDF or email the credit note to your customer you can choose to void your credit note if you do so the credit note will not affect any of your accounts you can convert it to open again by clicking here you can delete the credit note by clicking here with this we hope you've got a good understanding of credit notes in those subscriptions if you have any queries feel free to reach out to us at support add the rate so subscriptions calm thank you