Credit Notes are essential for adjusting invoices, resolving overpayments, or issuing refunds to customers. In Ascora, handling Credit Notes is a two-step process:

By following this guide, you’ll learn how to:

This process helps keep your accounts balanced, ensures compliance with financial reporting, and provides a smooth experience for customers needing invoice adjustments. Let’s get started!

Creating a Credit Note for a Customer

1. Choose the Customers Icon from the Top Menu.

2. The Customer List will display. Locate the applicable Customer record and click the View button to view the Customer’s Details.

3. On the Customer Details screen, choose the Invoices Tab.

4. Scroll down the screen to the Credit Notes section and click the +Create Credit Note button to create a new Credit Note for the Customer.

5. The Add A Credit Note pop-up window will display. Enter the Credit Note Amount, select a date from the Calendar and provide a Reason for the Credit Note. When you are ready, click the Save button.

The Credit Note is now created and ready to be applied against an Invoice.

Applying a Credit Note as a Payment against an Invoice

1. Choose the Invoices Icon from the Top Menu.

2. The Invoices List will display. Locate the applicable Invoice record and click the Invoice Number to view the Invoice Details.

3. Click on the Payments Tab then click the +Add Payment button.

4. The Add Payment pop-up window will display. Select the Payment Date using the calendar button and then choose Credit Note from the Payment Method dropdown menu.

5. Choose the Credit Note you wish to apply from the Credit Note dropdown menu.