Credit Notes and Adjustments can be created manually in the Customer Invoicing module or created for a specific invoice already in the system. 

Note: The charges and total amounts should be negative values, and any positive balances will provide the user with a pop-up notifying the user of the positive balance. 

Credit Notes and Adjustments are created in the Customer Invoicing module (Customers > Invoicing). They are most frequently created from previously posted Invoices and may also be created manually.  

---

How to Create a Credit Note or Adjustment from a Pre-Existing Invoice

1. Find the required existing invoice (see Searching for Invoices). 
   
   
2. Click on the Create Credit Invoice using Selected Invoice button. 
   
   
   
   
3. A pop window is displayed to confirm the new Credit Note. Click Yes. 
   
   
4. The Invoice is copied, and a new Credit Note created with the charges reversed. Note: Click the Type field and select Adjustment if required. 
   
   
5. Edit the details as necessary and click Save. 

---

How to Create a Manual Credit Note or Adjustment

1. Click the Add button and then the list arrow on the Type field and select CR (Credit Note) or ADJ (Adjustment). Note: The Company, Branch and Cost Centre are defaulted as per the Users default settings. 
   
   
   
   
2. If the Credit Note or Adjustment relates to a specific Job Plan double click on the R/Plan field. From the resulting list of Job Plans, select the required Job Plan. 
   
   
3. Enter the Description. This is a mandatory field and will appear in red if not entered, when saved. 
   
   
4. Enter as much additional detail as possible. 
   
   
5. Click Save. Mandatory fields will appear red if incomplete. The Credit Note or Adjustment can only be saved once these fields are completed. 
   
   
6. An Invoice Number consisting of the Branch code and Invoice sequence will be assigned and it will appear in the list at the top of the Customers Invoicing module. 
   
   
7. To add the details in the lower half of the window, see Create A Manual Invoice. The Rate and/or Value should be entered as a negative value i.e. -100.00. 
   
   
8. Click on the Save button. 

The Invoicing window will show the newly created Credit Note or Adjustment as status N (not updated). It may now be put on hold, cancelled, or posted. 

---