Adding Credit Note to Client Invoices

Add Credit Note from Action Dropdown in Invoice Module

After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Invoices” option as shown below.

This will view the invoices list of the available clients. To add a credit note to an invoice, hover over the “Action” dropdown menu on the right end side of each of the invoices as shown below and select the “Credit Note” option.

Enter the required details in the “CONVERT INVOICE TO CREDIT NOTE” page as shown below and click on the “Save” button to save the credit note. There is also an option to add an item and choose a product from drop down button. 

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