Overview

Note: You must be in "Edit" mode (see Editing a Credit Note) in order to add lines to the Credit Note.

When an Credit Note is based on an Invoice the Invoice lines are displayed below the Credit Note lines.  (If not displayed, you can click and the lines will be displayed.)

Click to add all invoice lines to the credit note.

If only selected lines are to be credited (e.g. a part credit note), for each line:

Enter a quantity (for commodity based order lines) or a value (for service based order lines) and then use the button to add the line to the credit note.

The Add to Credit Note value in the invoice line details will automatically be re-calculated once the line has been added.

To remove a single line from the credit note click on the relevant button.

To remove all lines from a credit note, click the button.