1. Overview
Step 1 : Click Credit Note menu under “Billing Module”.
Step 2 : Click New Credit Note create new credit note.
Note : The fields having * marks indicates mandatory fields.
2. Create Credit Note
1. Click New add new project name.
Please refer https://help.splus.one/knowledgebase/project-creation/ for how to create new project name.
2. Click Add Line Item add new credit note item.
3. Click Submit new credit note item will be created.
Step 3 : Enter credit note detail.
- Client Name : Select client name
- Project Name : Select project name
- Credit Note Month : Select credit note month
- Invoice No : Select invoice no
- Credit Note Date : Select credit note date
- Subject : Enter credit note subject
Step 4 : Enter credit note item detail.
- Description : Enter credit note item description.
- Amount : Enter credit note item amount.
- Sub Total : Will show credit note item amount.
- GST Total : Select GST percentage and based on GST percentage calculated from Sub Total value.
- Total Amount : Adding Sub Total and GST Total value.
- Click Submit new credit note will be created successfully.