Fresh Projects

00:00: A credit note can be raised against a designated sub-proje of the project for a specified

00:04: amount on a finalised invoice.

00:07: This serves as a partial void which allows you to amend the invoice whilst ensuring

00:12: that a paper trail remains for auditing purposes.

00:16: First, select "Financials" from the main menu.

00:21: Then,

00:21: select "Invoicing & Expenses".

00:25: Select the date range to search for the invoice to which you want to add a credit

00:29: note.

00:31: Then, click "Details" to open the detailed view of the applicable invoice.

00:37: Click the three dots icon and select "Generate Credit Note" from the dropdown.

00:43: The credit note editor will then open, reflecting the current detail of the invoice.

00:48: Towards the right of the pop-up,

00:50: you will be able to enter the VAT exclusive amounts that need to be credited for the

00:54: relevant sub-projects.

00:58: You also have the option of editing the Document Date.

01:02: The Income Period can also be adjusted.

01:06: As well as adding any Notes to record specific details.

01:11: Click "Generate Credit Note" to complete the process.

01:16: After generating a credit note,

01:18: you will notice the invoice number had changed,

01:20: and now has a credit note number added to it in red text.

01:25: After selecting "Details" of the changed invoice,

01:28: the invoice information pop-up will populate with the credit note addition highlighted by

01:32: a red banner.

01:34: From here you will also see the option to download the credit note.

01:40: You have successfully learned how to generate and download credit notes within Fresh

01:44: Projects.