The New/Edit Credit Note window contains the following data:
Date Sent — this date is considered the credit note's issue date (no matter when the credit note has actually been created).
Credit Note Code — a credit note ID number, generated automatically. The "CN" characters mean that this is a credit note, the letters afterwards represent the client code and the number is the value of the credit note counter for this client. Each client has an independent counter for this code.
Linked Invoice Code — the code of the invoice linked to this credit note during creation.
Value — the total value of the credit note in the client's currency. Projetex will calculate the equivalent in your base currency according to the exchange rates.
Notes — any additional notes which your credit note must include, can be added on this field. These notes can be automatically added to the printed credit note.
Tax — each credit note can have up to 2 taxes. Taxes are applied as percentages to credit note subtotals. To configure taxes, in the Backstage view click Corporate Settings and select the Taxes section.
Note: After a tax has been selected for a client's credit note, this tax will be remembered and applied as the default for the client. All next credit notes will include this tax. The default tax can be changed in any time, choosing another value during credit note creation.
If the client currency differs from your base currency, the Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this credit note. Note that this button does not change the general exchange rate stored in your Projetex database. To change the exchange rate for all future credit notes, go to the Exchange Rates tab of the Corporate Settings.
Linked Invoice — displays the basic information of the invoice linked to this credit note.
Linked Refunds — on this tab you can check whether this credit note has been linked with any refunds. Refunds can be linked to credit notes from the Edit Refund window only.
Audit — keeps track of when and by whom the credit note was modified.
See also:
Saving, Printing and E-Mailing Credit Notes