Knowledgebase
Creating Credit Notes
Posted by on 03 January 2012 02:40 PM

To create credit notes in Projetex 3D, follow the next steps:

1. In Projetex Workstation, go to Workspace>>Clients>>Client.

2. Select a client and move to the Credit Notes tab.

3. Click New and select the invoice to which the credit note will be linked (credit notes are always linked to an invoice).

4. Enter the value of the credit note, select up to two taxes which apply to it, and (optionally) some additional notes on it, such as the reason for its creation.

5. Click OK.

If you want to export a document based on the Credit note, use the 'RTF Templates' function visible in the Edit window for credit notes.

Projetex 3D has a built-in default template for credit notes, and new ones can be created in the Corporate Settings>>Templates section of the Backstage view.

 

(5 vote(s))
Helpful
Not helpful