A credit note is a document issued by a seller to a buyer. It is issued in the circumstance of a previously issued invoice needing to be eliminated (e.g., in case of damaged goods or errors in issued invoice). A credit note can also be issued if a customer returns goods to you. The balance of payment is then settled by issuing the credit note.
The credit note must show the following information:
A credit note issued in Zervant lists the products, quantities and agreed prices for products or services the seller invoiced the buyer and are now to be reversed.
In Zervant, you can create a credit note of an invoice marked as Not Paid.
You can create different kinds of credit notes
1. Credit note for an already existing invoice
4. Our system automatically fills the information of the original invoice. You can leave a note for your customer in the message field.
5. After approving the credit note, the original invoice and the credit note are automatically marked as paid. The next number in your invoice numbering sequence will be assigned to the credit note.
Please note:
Unfortunately, we do not offer partial credit notes yet meaning you can not change the amount to be credited. However, you have two different option how to do this:
Example:
In order to create a manual credit note, just create a new invoice and add a hyphen (-) in front of the product total:
1. Go to >Invoices
2. Click on >New Invoice
3. Select the customer
4. Add an item, that you want to create the credit note for
5. Add a hyphen (-) in front of the product total so that the total is negative
6. Change the Invoice header into "Credit note". Go to the editor on the right, select >Settings and change the Invoice header from "Invoice" to "Credit note"