The Service Provider might need to issue a Customer a Credit Note for various reasons, including:

The Supplier delivers only some, or none of the goods ordered.
Some of the goods received are damaged.
Providing a Customer discount.

A Customer Credit Note can only be issued when the Project Part has been ordered (the Invoicing tab on the Project Parts page will not be visible until then).

On the Project Parts page, select the Invoicing tab.
In the Customer Invoices box, click the Invoice Number link.
Enter the credit amount in the invoice Net field.

The credit amount must be less than or equal to the Customer invoice amount. If you try to enter more, you will get an error message.
Click the Create Credit Note button.

To create a Credit Note the Invoice must have been issued.

The credit note is created and listed on the page with other credit notes and / or customer invoices (there could be many depending on the number of parts / line items in the Project.

You can then perform a range of actions on the Customer Credit Note, including saving, viewing and approving. See Customer Invoice and Credit Note Functionality below for details.

Customer Invoice and Credit Note Functionality

Action	Description
	Save the Customer invoice / credit note.
	Preview the Customer invoice / credit note in the PDF format that will be sent to the Customer. Tip > This is very useful for checking your edits before approving.
	This allows you to combine multiple line items in a single Customer invoice. Tip > The Tax Code must be set to add a line item. Click Add Line Items. Select the items from the list. Click Add selected. The line items will be added to the invoice.
	Download the invoice data as a comma separated value file. The file can be managed using Microsoft Excel or other spreadsheet programs.
	Create a credit note for the Customer. For more information see Creating a Customer Credit Note.
	Approve the Customer invoice or Credit Note. This sets the Customer Invoice / Customer Credit Note status to Approved.
	Automatically sends the Customer invoice / Credit Note as a PDF attached to an email.
	This also sends the Customer invoice / Credit Note as a PDF attached to an email. The difference to Issue is that you can edit the email before sending.
	This both saves the Customer Invoice and makes it read-only. Once the invoice is archived it can no longer be edited, even if the Part is unlocked. Be certain no more changes will be required before archiving.
	Delete a Credit Note (you can archive a Customer invoice, but not delete it).

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