Would you like to correct an invoice or issue a (partial) refund to your customer? You can easily create a credit note in Catermonkey. There are two ways to do this:
Option 1: Via the invoice overview
Go to Sales invoices
Click on 'Sales invoices' in the green menu on the left .
Find the correct invoice
At the top right, you can use 'Search in this table'.
Search by invoice number, customer name, date, total amount or status.
Create a credit note
Click on the invoice you want to credit.
On the right, in the Action box, click on "Create credit note".
Then click on "Save changes" at the top.
You can then send the credit note directly by e-mail.
Option 2: From the order itself
Go to your calendar
Make sure you are in list view for easy searching.
Open the correct order
Scroll down to the 'Sales invoices' section .
Create the credit note
Click on the corresponding invoice.
Click on 'Create credit note' on the right-hand side under 'Action '.
Save at the top with "Save changes".
Then send the credit note by e-mail
Any questions? We are happy to help! Chat with us or call +31 (0)88 266 6539.