Credit Notes

In the Credit Notes section of Plan A ERP, you can manage credit notes that are issued to customers. Here's a breakdown of the available features:

1. Add: To create a new credit note, click on the "Add" or "Create" button. Fill in the required information, including the associated invoice, customer details, date of the credit note, the credited amount, and a description of the reason for the credit note.

2. Edit: If you need to modify an existing credit note, locate the entry in the list and click on the "Edit" or "Update" button. Make the necessary changes to fields such as the invoice, customer, date, amount, or description. Save the updated credit note after making the modifications.

3. Delete: If you want to remove a credit note, find the entry in the list and click on the "Delete" or "Remove" button. Confirm the deletion when prompted to permanently delete the credit note from the system.

The Credit Notes section allows you to accurately manage and track credit notes issued to customers. It helps in maintaining a record of adjustments made to invoices and ensures proper accounting for any changes in customer balances. By effectively managing credit notes, you can maintain transparency in customer transactions and provide reliable financial information.