How to post an individual/ad-hoc credit note?
Please follow the steps below to post an individual/ad-hoc credit note:
Step 1 : Go to Income Tracker -->>> Member Income.
Step 2 : Click 'Invoice' against the unit where you want to post the credit note and click 'Post a General Credit Note'.
Step 3 : Select an invoice by clicking on the checkbox and enter the credit note amount in the 'edit amount' section.
Step 4 : Use the 'comments' field for any credit note comment and click 'Post Credit Note'.
In case you would like to post an account specific credit note, click on 'Post an Account Specific Credit Note' in step 3.
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