User Docs

System Overview

Create Credit Note/Refund:

 Issued when a customer returns goods or has been overcharged. This process reverses the sales invoice, either partially or fully, and notifies the Ministry of Revenue (MoR) of the adjustment.

1. Open the Accounting (Invoicing) Module

  1. From the top-left of the screen, click the ⠿ App Launcher (9-dots icon).

  2. Click on “Accounting” to open the module.

2. Locate the Invoice to Refund (for creating a Credit Note)

  1. In the Accounting (Invoicing) dashboard, click “Customer Invoices.”

  2. From the drop-down, click “Invoices.”

    • This will display a list of all invoices.

3.Use filters or search by invoice number(name) to find the relevant invoice.
4. Click on the invoice you wish to create a credit note (refund).

3. Create the Credit Note
1. Inside the invoice view, click the “Credit Note” button at the top

 Enter Credit Note Details

A pop-up window will appear with the following fields:

  1. Reason displayed on the Note: Briefly describe why the credit note is being issued.

  2. Journal: Leave as default (usually “Customer Invoices”).

  3. Reversal Date: Defaults to the current date; you can change it if necessary.

  4. Click “Reverse”

4. Review and Confirm the Credit Note

  1. After reversing, the system will generate a draft credit note.

  2. Verify the product, price, and reason. You can edit the product details here, such as pricing.

  3. If all details are correct, click “Confirm” to finalize the credit note.

    • At this stage, the credit note is automatically submitted to the Ministry of Revenue (MoR) via the e-Invoicing system.

4. Send or Print the Credit Note

  1. Print: Click “Print” to print the official credit note document.

  2. Send: Click “Send” to email the credit note to the customer.

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