How Do I View a Credit Note?

Modified on Mon, 26 Sep 2022 at 03:37 PM

Credit Notes are attached to an invoice, so you will access the invoice to view a credit note. Clients can view Credit Notes on the Account Summary in the Client Portal.

About Credit Notes

Credit Notes are generated when invoiced services are cancelled, or have a reduced value. Credit notes are mostly used when you Invoice in advance of service delivery. They help you easily manage a client's account balance by allowing you to Credit a client for a walk they cancel, instead of having to create a refund or manage their balance in another way. There is also a system for Debit Notes.

How Do I View a Credit Note?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

  • In Orders & Invoices, Invoices with Credit Notes are noted as follows: 
    • Initial Invoice Value, Credit Note and amount, and Current Invoice Value
    • Click Invoice No. to view the invoice with credit note attached.

View a credit note on a client order in your cat sitting software

Step 2

  • Click "Credit/Debit Notes" from the sub menu on the left.
  • Click "Show/Hide details" to display credit details.
  • Total value of the credit, including the credit note number are listed.

View a credit note on a client order in your pet sitting software

Step 3

  • From here you can Download a Credit Note PDF, and it is automatically added to the invoice PDF as a second page.
  • You can also view the Credit/Debit Notes report, a list of all credit or debit notes that have been created but not committed. This is useful to view prior to running your regular invoicing.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article