In Winner, users can create a credit note in the Invoice and payments window which can be printed, sent via email or exported as a .pdf file. To register a credit note against an invoice the user must first have generated, and then printed or sent, an invoice.
For more information, see How to generate and print an invoice.
Creating a credit note
At Project level:
- Left-click to highlight the the desired alternative and select Alternative > Invoices and Payments.
At Alternative level:
- Select Alternative > Invoices and Payments.
Invoices and payments window
In the Invoices and payments window:
-
Left-click to select the invoice requiring a credit note.
- Click the Credit note drop-down menu and select New credit note.
- In the Credit note window, enter information for the credit note in the fields provided, such as reasons for the credit note in the Text box.
- In the Credit note window, enter the amount to be credited in the Amount incl VAT field.
- Click Print.
- In the Select form: Credit note window, select the desired form. Users can then:
- Click Print to print a hardcopy of the credit note.
- Click Send E-mail to send an email with the credit note attached as a .pdf file.
- Click Export PDF to export the credit note as a .pdf file.
- Click Print to print a hardcopy of the credit note.
- In the Credit note window, click OK.
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