Credit note

This guide will show you how to add a credit note in PivoHub.

Open the main menu

Go to the "accounts receivable" module.

Click on the payment button.

In the window, choose the type of payment you want to record. In this case, we will select a credit note.

You will then search for the client to whom we will assign a credit note.

Select the client from the dropdown list.

Next, navigate to the "amount" field.

Enter the amount of the credit note.

Next, enter the applicable date for this credit note.

You can then add comments or reconciliation notes that will help you with your accounting.

You also have the option to credit specific products from the dropdown list.

Finally, you have the option to apply this credit to new invoices issued or to apply it to an already issued invoice.

Navigate through all the orders that have not been paid yet and select which one you want to apply the credit to.