Click on the sub-menu ''Invoices-Domestic''
Invoices list - search for an invoice for which a credit note should be created
Search for an invoice for which a credit note should be issued.
3. Open an invoice and click on Tools
Click on Tools and select one of the options from the drop-down menu:
- Transfer to credit note - financial, if only financial discount on an invoice will be approved
- Transfer to credit note - goods, if a discount for the customer is approved, and goods that you sold, will be returned.
In case of creating a credit note for the invoice, which is yet to be added to MetaKocka (the returned goods from the invoice, which was issued in the previous program) a manual credit note should be issued
4. Credit note - financial
After selecting the transfer of invoice to the financial credit note, the credit note is created for the same value of the invoice, while product from the entered row is financial credit note. If a small discount is approved for Customer, then click on the row and correct the amount accordingly.
4a. Credit note - goods
After selecting the transfer of invoices to the credit note - goods, the credit note for the same value of the invoice will be created, together with the receiving note.
In the page header of the credit note, select appropriate warehouse to which the return is issued.
If some of the products that were sold to the customer, will not be returned. decrease the quantity or remove the products which are not part of the agreed credit note accordingly.
5. Save Credit note data
Save your entries by clicking on ''Save''.
6. Print Credit note
When the credit note is saved, print it by clicking on the ''Print'' button
7. Select the printout of Credit note
In the list of reports, select ''Credit note Sales'', in the right window, for Format select PDF and click on the ''Print'' button
If the invoice with the credit note issued is already paid, the overpayment will occur, which can be transferred to the next unpaid invoice of the same partner.