How do I input a credit note to sales and allocate it to a balance outstanding. : Capium Support

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How do I input a credit note to sales and allocate it to a balance outstanding. Print

Modified on: Thu, 21 Oct, 2021 at 2:41 PM

Navigation: Bookkeeping > Sales/Purchases > Invoices

Help/Guide:

Navigate to the Sales/Purchase Invoice page from the navigation above, click on New Invoice then change the invoice type to Credit Note from the drop down (see below)

Then select the customer name, from the drop down then choose the item. Once you've filled those details in, Save & Close to trigger the Credit Allocation screen

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How do I input a credit note to sales and allocate it to a balance outstanding. Print

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