Create a credit note
The credit note process is used to correct a customer invoice. Costbucket does not allow a direct edit of an existing invoice, instead a credit not is used to process the adjustments to reduce the products sold either partially or completely.
We start by going to Cost Accounting on the dashboard then on the left menu select Create Credit Note within the Sales Module.
Next step will be to search for a customer by full name, partial name or customer code.
Once the customer is identified, the user can then search for the products to amend. Once the products are identified, you then add to the credit note.
Next step will be to make any last minute adjustments then select "Update" then "Process Credit Noe"