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Credit notes are used to reduce the amount your client owes you, or that you owe a supplier, and to adjust stock holder levels for returned inventory items.

Credit notes may be created against a specific invoice or purchase order, or against the client or supplier for allocation to future invoices or purchase orders. Refunds may be recorded as a payment against the credit note. 


  • Allocate credits to a single invoice/order or across multiple invoices/orders
  • Record credit payments (refunds) against credit notes
  • Keep track of all your client and supplier credits via the ServiceTrack menu
  • Post credit notes and payments to supported accounting packages.



Use the links below to read about credit notes, or view the webinar on the right.



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