Raising Credit Notes - CS

There are a number of places you can raise a credit note from in Clik Service, which this article will show you. Clik Service also integrates the credit notes into the invoice list.

If you have an invoice raised that you need to credit in full or part, the easiest way to raise a credit note is to open the invoice directly and click on the activity tab at the top then the 'Credits' tab.

Click on 'New' to raise a credit note. You’ll get the option to raise it for the full amount of the invoice (with or without carriage) or for selected items.

If you want to raise a credit note not linked directly to an invoice, then there are several ways to go about this:

Click on the 'New' button in the invoice list and select credit.

You can do the same procedure by going to the customer in the CRM, clicking on 'Activity' and then 'Invoice/credits'. This will automatically populate the customer and address fields.

Another way is to click on 'Modules' in the top menu of the program, select 'Credits' and then click on 'New'.