Get Started with Credit Notes inside Aritic Sales CRM

Credit Notes

Credits List

There are cases when the customer no longer wants the service or item requested, and you need to apply a refund or credit for the customer, this is where the Credits feature comes into play.

Go to the Left Navigation -> Click on “Sales” -> Click on “Credit Notes“.

Overview

The credits list page is an outline of all the credits issued to all customer and includes the columns below:

• Credit Note: Name of the Credit Nore.
• Credit Note Date: The date on which the Credit Note is created.
• Customer: Name of the Customer.
• Status: Credit note status (e.g., Open, Closed, Void)
• Amount: Credit note total amount.

To create new Credit note, Click on the “New Credit Note”.

The Create credits page has some following fields.

• Customer: Select the required customer from the drop down.
• Currency: Currency used for this credit note.
• Credit Note date: Provide the date for the Credit Note.
• Credit Note: Provide the name of the Credit Note and fill out all required fields.

Click on Save to save your new credit.