Create a Credit Note from an Invoice.
Find the Sales Order click [OT] to access the Order Tracker
The Order Tracker is where you see all the documents related to a specific Sales Order.
Click the action button and click [Add Credit Note]
The screen will populate with details from the Invoice
Complete the missing information if you need them on the Credit Note.
Once the Credit Note has been applied, tick the Applied box.
The 'Products' tab shows all the products from the Sales Order, input the quantities you need to credit
A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value will appear when hovering over the yellow triangle.
Tick [Back to Stock]
The original CN template will open with one extra line which have defaulted to match the CN quantity
BACK TO STOCK: This is the quantity you want to add back to stock (it will create an adjustment in your inventory).
Go to the tab 'Totals' to review
[Save] and [OT] or [Close] to go back to the Order Tracker
The Credit Note line now shows in the Order Tracker
[Actions > Print] to export the document to PDF
[Envelope Icon] to email the document directly from Zedonk
There are multiple Credit Note options
Example of CLASSIC Credit Note
Example of *NEW* Landscape Credit Note
Example of *NEW* Portrait Credit Note
