How to Add New Credit Sales?
1. Go to Sales > Credit Sales
2. Click > Add button
3. [Header]: Fill the associated data for debtor details, use dropdown button to find related data. Then, click > Body button to proceed
Note:-If not use Generate button. Please skip to No.8
Click > Generate button to get link the record through Invoice
4. Click > Invoice button [Generate button]
5. Click the associate record. Then, click > OK button [Generate button]
6. Click the associate record. Then, click > OK button [Generate button]
7. [Body]: Now the record from invoice has been available in table below. Then, click > Save button [Generate button]. Finish
8. [Body]: Fill the associated data for product details, use dropdown button to find related data. Then, click > Save Product button.
9. After the product record available in table below. Click > Save button to save
10. Tick the associated record for knock off the bill. Then, click > Save button
11. The new Credit Note record successfully created. Finish
How to Edit Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to edit. Click > Edit button
3. If this message appear, click > Yes to proceed.
NOTE: Skip to No.6 if not
4. Fill the authentication required. Then, click > Login to proceed
5. Click > OK button
6. [Header]: Edit/ change the data that you want to edit. Then, click > Save button
7. [Body]: Click a record that want to edit from table below. Then, click > Edit Product button
Note :- You can add/ edit/ remove/ organize about product and details through function below
8. [Body]: Edit/ change the data that want to edit. Then, click > Save Product
9. After the edited record available in table below, click > Save button to save it. Finish
How to Edit Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to delete. Then, click > Delete button
3. Click > Yes button
4. Click > OK button. Finish
How to Trace Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to trace. Then, click > Trace button
3. You can view the trace record. Finish
How to Print Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to print. Then, click > Print button
3. Click > Print button
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Click > Print button to proceed (adjust printer on your own setting). Finish
How to Preview Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to preview. Then, click > Print button
3. Click > Preview button
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. The Credit Note successfully preview. Finish
How to Export Credit Note to Excel?
1. Go to Sales > Credit Sales
2. Click a record that want to export. Then, click > Print button
3. Click > Excel button
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Tick and set the checkbox requirement base on your own setting. Then, click > OK button. Finish
How to Export Credit Note to Pdf?
1. Go to Sales > Credit Sales
2. Click a record that want to export. Then, click > Print button
3. Click > PDF button
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Click > search logo to choose folder as place to export. Then, click > PDF button to direct generate.
Click > Email to send direct to other organization (option)
Click > Setting for Advanced features (option)
5. Your PDF successfully generated. Click > Yes/ No button to continue (option). Finish
How to Customize Credit Note?
1. Go to Sales > Credit Sales
2. Click a record that want to custom. Then, click > Print button
3. Click > Customize button
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. You can custom the design you want based on the available tools. The default the element can be drag by click it
5. After completely custom, click > X (close window)
6. Click > Yes to save customized design report. Finish
How to Filter Credit Note?
1. Go to Sales > Credit Sales
2. Click > Filter button
3. Fill the data associated, use dropdown button to find related data. Click > OK button to filter
4. The filtered records will display here. Finish
