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Credit note invoice format for Procurement

welcome back to our channel in today's video we are going to show you how to issue credit note and allocate to a sales invoice here in Zoho books let's begin now the first thing that you need to do is to log in using your credentials if this is your first time here in Zoho I need you to click the signup option and from here just follow the onscreen instructions and you're good to go issuing a credit note and allocating it to a sales invoice here in Zoho books is a useful feature when you need to provide a refund or adjust an overcharge amount on an invoice make sure you are on the right Zoho products because right now I am on the Zoho Mail I want you to click on the homepage and once you are here I need you to click on the uh Zoho books and go to your dashboard now on the left side panel I need you to navigate to the sales module right here there's going to be an arrow and where you can see the credit notes I want you to click the plus button now once you are here of course you can select or add a customer name if you don't have it for example I'm going to add a new customer name you can choose the customer type is it going to be business or individual I'm just going to select the individual you can select the salutation Mr Mrs doctor let's go for doctor now I'm going to name it as deep laps company is going to be um deep laps company customer name Dr deep laugh and customer email of course you can put in at zohomail.com you wanted to put in the customer phone if you wanted and you can change the currency if you want but for now let's going to click on save so we can have um a customer in this information you can change the credit note on the gear icon wherein you can click here to enable the next number for example that's going to be a 69 or you can enter credit note numbers manually all right click on save you can put in the reference number if you have that and of course you can put in the credit note date all right for example that's going to be um September uh maybe uh 13th let's do that and on the subject of course you can put in something like overp payment maybe overpayment or exess payment but for now I'm going to put it something like this you can select or add salesperson but we're not going to do that because it's going to be take a lot of time and once you're happy with all the items and information here all going to going to do is click on the option that says save as open okay but of course you need to enter all the correct information here all right and enter the valid name or description but if you're not sure about the information yet for example you're waiting for um for approval from your boss from your client you might want to save this as draft for now so you can edit that um later on all right if you encounter any problems along the way make sure that you put in the correct information okay because doing so will help to avoid disputes with for example your customers or your employees it provides a clear documentation that a financial adjustment has been made reducing confusion or potential complaints because I believe that credit Nords are very useful for handling adjustments refunds and Corrections while keeping your accounting records clean and maintaining positive relationships with the customers thank you so much for watching we will see you again in the next video