How to Generate a Custom Credit Note?
Method 1: From Specific Contact Detail Page
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Navigate to Contact Detail Page
Go to the specific contact's detail page from the Contact listing. -
Select Property and Business
A pop-up window will prompt you to select the Property and Business related to the credit note. -
Redirect to Credit Note Creation Page
After selection, you'll be redirected to the Custom Credit Note page to begin creating the credit note.
Method 2: From the Transaction Section
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Navigate to the Transaction Section
Open the left-hand menu and click on “Transaction” > “Credit Note”. -
Select ‘Custom Credit Note’
Choose Custom Credit Note to begin creating a new credit note. Choose Property, Business, and Contact
On the creation page, select the:-
Property
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Business
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Contact for whom the credit note is being issued
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Adding Line Items to the Credit Note
1. Add a Manual Line Item:
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Click “Add Item”
A pop-up window opens to enter the item details:
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Description: Enter a brief description of the item/service.
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Category (Optional): Select a predefined category if applicable.
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Amount: Input the amount to be credited.
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Quantity: Enter the number of units.
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Default Tax: Applied automatically, but can be toggled on/off.
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Link Discount and Update Tax
If applicable:
Link a Discount to the item
Update or override the tax rate based on your requirements
2. Add from Existing Service/Products:
You may also choose from:
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Add Service
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Add Insurance
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Add Merchandise
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A side drawer opens where you can select pre-configured items. These selections will auto-fill line item fields, which can still be edited.
Generate the Custom Credit Note
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Click on “Generate Credit Note”
A pop-up window appears with:
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Enable Email Notification toggle (off by default)
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Click Confirm to finalize
What Happens Next?
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The credit note is generated and recorded under the contact’s transaction history.
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If the email option is enabled, an email with the credit note attached as PDF is sent to the customer automatically.
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