Creating a credit note

Creating a credit note

Credit Notes can be created on the Invoices tab of a child’s profile, or on the Payments screen. They are a way of keeping track of credit on the child’s account from overpayment or other things. Once they’ve been added, credit notes can be allocated to invoices.

Adding a credit note through the child profile
  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. In the top right, click Create+ > Credit Note. 
  5. Enter the details of the credit.
  6. Click Save.
Adding a credit note through the Payments screen
  1. Click on eymanage > Payments in the sidebar.
  2. In the top right, click Create Credit Note.
  3. Choose which children this payment is for from the field on top. 
  4. Fill in the rest of the fields.
  5. Click Save.
  6. The credit note will be added to the child’s account. You can see it on the Invoices tab on the child’s profile.
Allocating a credit note
Once you've created a credit note, you can allocate it as a payment to an invoice.
  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on an invoice to view it.
  5. You will see a list of Credit Notes. Click on the  icon next to the one you want to allocate to this invoice.
  6. Fill out the details of the payment.
  7. Click Save.
If you have automatic allocation turned on in Invoice settings, the credit note will be automatically allocated to the next invoice to be approved. 

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