In Haibooks, you can add a Credit Note to an invoice. It is also possible to add a Credit Note to a invoice when creating a new Credit Note. Learn how to create a Credit Note and how to Allocate a Credit Note.

How to add a Credit Note to an Invoice ?

  • You must first access the page by selecting Sales from the side bar menu and then Invoices from the drop-down menu.

  • You need then to select the invoice you wish to add a Credit Note to.

  • In the Invoice Overview page, click on the button with three dots and then Add Credit Note.

Contact and Date

  • Contact Information : the contact selected is the same one as your invoice.

  • Issue Date : date the credit note was issued to the business. The Issue Date is already selected from your invoice but you can change it.

  • Address : the address should correspond to your contact's information. You can change it by clicking on Edit Contact Details.

  • Credit Note Number : the system automatically provides you with one but you can change it if you wish to as long as it is not already used.

Item

  • Account : the account should be already selected from the one on your invoice.

  • Unit Cost : the cost of the individual product or service. This is already indicated from your invoice.

  • Quantity : the number of that product or service credited. This is already indicated from your invoice.

  • VAT Rate : VAT rate for the credit note. This is already selected from your invoice.

  • Add Item : you can create an another item in the credit note by clicking on Add Item.

Optional Information

  • Attach Files : by clicking on this button you can attach files from your device which you want to link to the credit note for example a return note for goods sent back.

  • Comment : you can also add a comment which you feel is important to your new credit note like information on why the credit note was issued.

How to save the Credit Note ?

  • If you are happy with your Credit Note, you can click on Save & Approve and the Credit Note will be added to your invoice.

  • If the information of the Credit Note is incomplete or if you want to finish it later, you can click on Save as Draft and you will find the Credit Note in drafts.

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