Credit Notes
Credit Notes are included in the system to allow you to notated whose account was credited and the reason why that customer was receiving a credit on work or service performed for the customer.
To start the procedure, make sure you are on the ServiceSight homepage and logged into your account. While on the homescreen, select the icon on the top labeled “Invoicing.” This will take you to the invoicing page where all previous jobs that have been invoiced are listed.
Once you are on this screen, you can either select an invoice to write a credit note for or can select the credit notes tab to see ones that have already been written. When you select the invoice you would like to look at, it will also give you the option in the lower left hand corner to credit the invoice as well.
Viewing Credit Notes
To view what invoices have credit notes or the credit notes themselves, click on the tab labeled “Credit Notes”. This will give you a screen similar to the Invoices one with the credit notes themselves displayed in the order that they have been entered. Selecting the credit note to view, will give you a view of notes already written and the option to view it in document form as well.
Entering a Credit/Credit Note
Starting on the invoice screen, select the invoice number from the column, that you would like to create a credit note for. Once this has been selected, the invoice will open and have a tab in the left hand corner labeled “credit”. When selected this will take you to the credit note screen.
At this screen, there will be 2 boxes that you can entire notes into. The first one is labeled Internal Notes, applied for only the user to see, which allows you to enter information regarding the credit given to to the customer. The 2nd box is labeled “External Notes”. This is where any notes for the customer to see can be posted.
Further down the page, are the items on the invoice that are eligible for credit. Each item selected is eligible for credit. Once selected, 2 items at the end of the line appear. One labeled “reverse cost’ and the other is a pencil. When selected, the pencil will allow you to adjust the original charge, giving the user the ability to increase or decrease that particular charge, or make any corrections to it as well.
When this has been completed, you can either select “View Credit Note” in order to see the current credit not, or the green button labeled “Credit” to process the current credit on the account. Once you select credit, it will auto-populate a credit note document for you to either print off for your records, or you can email the credit note to the customer.
