1: Access Credit Notes
From the left-hand navigation menu, select Credit Notes.
In the top right-hand corner, click on Actions.
2: Start a New Credit Note
From the drop-down menu, select New Credit Note.
3: Fill in Credit Note Details
In the pop-up, choose the following options:
Project: Select the project that the credit note is for.
Agency: Select the agency that the credit note is for.
Purchase Order: (if applicable) select the relevant purchase order.
Reason: Choose a reason from the options (e.g., parking fine, damages, tolls, other).
4: Add Additional Information
Add a comment to the credit note.
Input the Invoice Reference.
Optionally, include the Assignment Reference.
5: Enter Financial Details
Input the Gross Value of the credit note.
Tick the box to indicate whether VAT should be applied to the credit note.
6: Review and Create Credit Note
Double-check all entered information for accuracy.
Click on Create in the bottom right-hand corner of the pop-up to finalise the credit note.