In hAIbooks, you can allocate a Credit Note to a bill. You can only allocate from a credit note if it is unpaid. Learn how to create a Credit Note and how to add a Credit Note to a Bill.

How do I Allocate a Credit Note ?

  • First, you must click on Purchases form the side bar menu and then Bills from the drop-down menu.

  • Select the credit note you wish to allocate.

  • Click on the button with three dots and then on Allocate Credit Note.

  • Enter the amount you want to allocate to the corresponding bill.

  • Click on Save when you are happy with the amounts allocated.

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