The article below is a step-by-step guide on create and send Credit Notes.

Navigation: Capium 365 > Client Portal > Invoices > Credit Notes 


See screenshot below: 

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Note: Supported formats: JPG, JPEG, PNG, GIF, BMP, AVIF, HEIF, WEBP, PDF  

Maximum 50 files or a total size of 60 MB can be uploaded 



Once it’s been created you will see the list of credit notes and other details that you can see like: 

-File 

- Date & Due date 

Net, Vat & Total (which you can amend from the main screen too) 

- Published and the status 

You can export as: Excel, CSV and PDF 

 

Once created or uploaded, credit notes are displayed in a structured list view. For each credit note, you can see: 

- File Name (if any supporting files were uploaded) 

-Date & Due Date 

-Net Amount, VAT, and Total (These fields can be amended directly from the main screen, without opening the credit note) 

-Published Status 

-Status 


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Existing Credit Notes 

When you hover over any credit note in the list, the following action icons appear on the right-hand side: 

Edit – Change any field including dates, client, or amounts 

Split – Divide the credit into multiple parts if needed for partial allocations 

Send – Email the credit note directly to the client 

Duplicate – Create a copy to reuse for a similar case 

View History – View activity log including when it was created, edited, or sent 

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For a step-by-step guide on how to create, upload, and allocate credit notes, click below: