In hibooks you can add a Credit Note to a bill. It is also possible to add a Credit Note to a bill when creating a new Credit Note. Learn how to Create a Credit Note and how to Allocate a Credit Note.
How do I add a Credit Note to a Bill ?
You must first access the page by selecting Purchases from the side bar menu and then Bills from the drop-down menu.
You must then select the bill you wish to add a Credit Note to.
In the Bill Overview page, click on the button with three dots and then Add Credit Note.
Contact and Date
Contact : the contact selected is the same one as your bill.
Issue Date : the date that the credit note was issued to you. The Issue Date is already selected from your bill but you can change it.
Address : the address should correspond to your contact's information. You can change it by clicking on Edit Contact Details.
Document Number : the system automatically provides you with one but you can change it if you wish to as long as it is not already used.
Currency : the currency of the credit note. This cannot be changed.
Tags : you can add tags created in the system to your credit note.
Item
Description : enter a description for the item. You can choose from an item you created in Items and Products.
Account : the account should be already selected from the one on your bill.
Unit Cost : the cost of the individual product or service. This is already indicated from your bill.
Quantity : the number of that product or service credited. This is already indicated from your bill.
VAT Rate : VAT rate for the credit note. This is already selected from your bill.
Add Item : you can create an another item in the credit note by clicking on Add Item.
Optional Information
Files : by clicking on this button you can attach files from your device which you want to link to the credit note for example a return note for goods sent back.
Comment : you can also add a comment which you feel is important to your new credit note like information on why the credit note was issued.
How do I Save the Credit Note ?
If you are happy with your Credit Note, you can click on Save & Approve and the Credit Note will be added to your bill.
If the information of the Credit Note is incomplete or if you want to finish it later, you can click on Save and you will find the Credit Note in drafts.
