Introduction to Credit Notes

When you need to do a return or refund, you can issue a credit note to a customer, indicating you owe the customer a specific amount. This guide will cover how to create a credit note from scratch in Thrive.

Table of Contents

• Introduction to Credit Notes
• Table of Contents
• Video walkthrough on how to create Credit Notes
• Creating Sales Credit Notes
• Product Types
• Fee Types

Video walkthrough on how to create Credit Notes

Creating Sales Credit Notes

1. Open the Sales Module and click Credit Notes
2. on the Sales Quotations list screen, click New Credit Note.
3. Enter your Customer Account
4. If required, enter a PO Reference Number.

Product Types

1. In the Transaction Type dropdown, choose Product

2. Add a new line item, and enter your Product.
3. Add a Quantity.
4. Click Save.

Fee Types

1. In the Transaction Type dropdown, choose Fee.

2. Add a new line item, and enter the Details for the service.
3. Add a Net amount.
4. Click Save.

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