Sales credit notes

 Sales credit notes are a feature located within the Finances module of the Flowlens application.

Creating a sales credit note

Select the 'New Sales Credit Note' button on the sales credit note index page.

Enter all relevant information into the fields displayed and select 'Save Credit Note'.

Once a sales credit note has been created, users will have the option to download the sales credit note as a PDF file.

Sales credit notes for users with integrated accountancy packages

Users with integrated accounting packages will have an option to send a sales credit note directly to their accounting package. The 'send to accountancy package' link displays in a sales credit note's 'Actions' drop-down.

Users can also refresh the sales credit note to their accountancy package until such times as the sales credit note is cancelled.

! If the customer name does not exist in the accounting package, i.e. this is the first time a user deals with the customer via Flowlens, then the user will be prompted to either create a customer in the accounting package, or relate it to an existing customer there.

Users can download a PDF copy of the sales credit note at any time by selecting 'Download PDF' from the 'Actions' drop-down.

Users can cancel a credit note until such times as the credit note is sent to the accountancy package.

Sales credit notes for users without integrated accounting packages

Users without integrated accountancy packages can still create sales credit notes. This can be done by selecting 'New Sales Credit Note' from the sales credit note index page.

• Users can edit the credit note until such times as it is cancelled.
• Users can cancel the sales credit note by selecting 'Cancel Credit Note' from the 'Actions' drop-down.
• Users can download a PDF copy of the sales credit note at any time by selecting 'Download PDF' from the 'Actions' drop-down.