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