How do I raise a credit note?

Depending on how they are issued, credit notes can have two different outcomes:

• Credit raised against an outstanding invoice contribute towards a partial/full payment of that invoice
• Credit raised against a reconciled (fully paid) invoice will be considered as an account credit and can be used against a future invoice

How to raise a credit note:

• Navigate to Sales admin > Invoices
  • Alternatively, head to a contact record and into the ‘Finance’ tab
• Locate the relevant invoice
• Select the invoice using the checkbox or click the three dots on the right-hand side
• Click ‘Raise credit note’
• Enter the amount of credit you wish to apply
  • You can credit up to the value of the invoice
• Click ‘Confirm’

When removing someone from a product

You also have the option to apply credit when removing a contact from a product. For more information on this – read our full ‘Remove from product’ guide here.

When cancelling a session:

• Navigate to the Timetable page and click into the relevant session
• Click ‘Cancel session’ in the top-right
• Select the option to to refund/credit the session fee to the attendees
• Select whether to notify the attendees or not
• Click ‘Continue’ and confirm the credit (or refund) amount
• Click ‘Process’ to cancel the class and credit the attendees