How to Apply a Credit Note

How to Apply a Credit Note

1\. Navigate to the members profile.

2\. Click "Enter Credit Note"

3\. You'll then see any outstanding balances for you to apply the credit note.

4\. Click this text field to enter the amount of your credit note.

5\. Complete the remaining fields to document the credit note with as much information as possible.

6\. Double check that the correct amount has been applied to the outstanding balance.

7\. Click this button once you are ready to apply the credit note.

8\. You'll then see a confirmation message of the applied credit note.

9\. Click "View credit note 30008109"

10\. You'll then see the credit note and any notes you applied.

11\. You'll then have options to email the credit, edit it or even void the credit note if a mistake has been made.


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