Hi Peter – Sorry it’s me again. I have a credit note and I want to record a payment but apply a credit note so the invoice balances the monies received. How can I do that?

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Hi Peter – Sorry it’s me again. I have a credit note and I want to record a payment but apply a credit note so the invoice balances the monies received. How can I do that?

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Peter Connor ⋅ Staff December 6, 2016
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Hi M. Not sure I get you.
If your trying to create credit notes. Just click the item and on the right menu you’ll see credit note. Click that and follow the workflow.
Tks P

#answer-4583
  1. michelle5 December 6, 2016
    OK but I have made a credit note and I want to apply it to an invoice and reduce the invoice by the credit note amount?
  2. Peter Connor December 6, 2016
    Sure, like above.
    Click on the invoice, and on the right menu you'll see create credit note. Just follow the workflow from there.
    Everything you need in Bullet is 2 clicks away. If you want to do something about a bill, click the bill and you'll only be shown the functionality for that bill on the right. It wont be anywhere else in the product.
    Hope that helps.

    Pete

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