Workshop Credit Notes

Before you start entering the credit note you will need a copy of the invoice and the technician’s hours off the job card.

• Click Workshop
• Click Credit Notes
• Enter the Job Number (make sure customer details are correct)
• Select Account (if it is a multi type job)
• Enter the Part Number 
• Enter the Quantity 
• Enter the Price as per invoice
• To enter the labour, enter //L in the part number field and enter the charged hours and rate
• Once this is confirmed it will ask you to enter the technician’s hours and rate
• On completing the Credit Note it will ask if you want to return parts to stock say 'Yes' or 'No'
• Ensure you enter the correct method of payment for refund ( if required) i.e if the customer paid by cash enter in cash