How to Create/Add a Credit Note in Metro Accounting System?
To add a credit note in Metro ERP's Accounting App, follow these steps:
1) Navigate to the Accounting Module:
Click on the 'Accounting' module.
2) Access Customer Invoices:
In the left sidebar or top menu, click on 'Customer Invoices’.
3) Open the Existing Customer Invoice:
You can open an existing one that you want to create a credit note for.
Add a Credit Note: Inside the customer invoice, click a button ‘Add Credit Note’ button.
4) Fill in Credit Note Details:
Add credit method and the reason for the credit note.
Click “Reverse”.
A draft credit note will be created.
5) Click a button ‘Confirm’ button.
6) Register a Refund Payment
If you're refunding money, click "Register Payment" on the credit note.
7) Enter payment method, date, and amount refunded.
View the Credit Note
Alternate Method: Manually Create a Credit Note
If you're not basing it on an existing invoice:
8) Go to Customers > Credit Notes.
9) Click on Create button.
10) Manually enter the customer, products, and amounts (with negative values).
11) Click a button ‘Confirm’ button.
12) Register a Refund Payment
If you're refunding money, click "Register Payment" on the credit note.
13) Enter payment method, date, and amount refunded.
14) View the Credit Note.
To get more details to create/add a Credit Note, please do contact us at support@metrogroup.solutions