Credit Notes

To advise any payees whose accounts are in credit, create a credit note.

1. From the Finance & accounts module, Click on credit notes

The are several options to perform from this view

Action buttons	– Adds a new credit note record – Resets the search filters to nil  – Command to search after you used the filters.
–       CN number –       Child –       Payee –       Start & End date	Filters to assist in narrowing down your search
Click on the CN number to enter the Credit note

2. To Create a credit note:

From the Credit notes view, click on ADD NEW, Select Child, payee with a description and the add an amount, Click on Save and Continue

From the Invoices:

• When receiving payments that are more than the due amount, you will have an option to save the surplus amount as a credit note.
• A check box with a description will ask if you would like to use your in-credit amount

Credit note payments will be deducted from total pending payment amount and the invoice will be updated as follows