Creating a Credit Note

If you've invoiced a client for too much or you want to provide a refund in the form of credit that can be applied to future invoices, you'll want to issue a credit note for the customer. Follow these steps to issue a credit note:

1. Click on the "Issue Credit Note" option under the Billing tab.

2. Select a customer and enter the credit note settings.

3. You can add charges or packages to a credit note.

• If you are creating a credit note for a package, only choose the "Credit Package" option if you also want to reduce the number of hours/lessons in the customer's package. Otherwise use the "Add Credit" option so that only the amount they owe will be reduced and their package hours will not be changed.

• If you are providing credit for some lessons, select the "Add Credit" option under the invoice line items and enter a charge to credit the customer's account for the amount of the credited lessons.

4. If you don't want to make the credit note available to the customer immediately, click the "Save" button. Otherwise click the "Approve" button.