• Create Credit Note: Click this button to open the New Credit Note window.
• Create From Invoice: Select this button to create a credit note by choosing an invoice.

Click the box to upload your business logo.

Enter the customer's name or select a previous customer from the drop menu.

Enter the address the credit note should be sent to.

Check the box to use the customer's billing address as their shipping address.

Check the box if the customer's billing and shipping addresses are different.

Enter the address the products should be sent to. Leave this blank if this is not required.

This number is automatically generated, but can be changed when creating a new credit note.

Select the credit note date.

Enter or select a salesperson for this credit note.

Enter quantity of an item added to the credit note.

Enter hours of a service applied to the credit note.

Enter a unique, short (but memorable) code for this item.

Enter the full description you want to be displayed on the credit note.

This is the price of one unit of the item.

This is the cost of one hour of the service.

Enter a percentage to apply a discount to the line item.

Select the tax rate that applies to the item. If the only option available is None, you may need to configure the Tax Options

This is the total for an individual item if you have several items on one credit note.

Use this button to remove an item from the credit note.

Use this button to add another item to the credit note.

This is the total cost before taxes or discounts are applied.

Click on the link to enter any associated shipping costs with the credit note in the field. If any tax should be applied to the shipping, select the appropriate tax rate from the drop menu. Tax rates must be set up before they will be available here.

This is the summary of the taxes applied to this invoice.

This is the discount, sales tax and total display.

Enter any note that you would like to be printed on credit note. This note would be displayed on PDF copies and print-outs.

Enter any private note regarding the credit note. This won't be displayed on PDFs or print-outs.

Enter or edit the current foot note. This note would be displayed on PDF copies and print-outs. The changes made here will be applied to all credit notes, i.e., it is not unique to each credit note like a public note.

Click this button to record the invoice. You can print, email, or apply payment to it later, if needed.

Select this option to record the credit note and email it immediately.

Select this option to record the credit note and print it immediately.

Select this option to record the credit note and preview it in another tab.

Click this button to record the changes made on this window.

Click this button to ignore the changes made on this window.

Credit Notes List

Use this tab to manage your credit notes. Here you will see a list of all the credit notes recorded in Brisk Invoice.

• Search and Filter:
  • Period: Select a date period from this drop-down menu, and click 'Search' button to view the record list from the selected period.
  • Start: Select or enter a start date if you want to view the record list from a custom date period.
  • End: Select or enter a end date if you want to view the record list from a custom date period.
  • Keyword: Enter a search keyword (i.e. customer name, credit note number, item code or description) if you want to further filter the list.
  • Search button: You must click this button to filter the record list for the specified period or search keyword.
• Date: The date the credit note was created.
• Number: This number is automatically generated by Brisk Invoice, but can be changed when creating a new credit note. Click on the link to download the record as a PDF file.
• Customer: The customer's name.
• Salesperson: The salesperson's name who created the credit note.
• Unapplied Amount: The amount of credit owed to the customer.
• Total: The total amount of money of credit given to the customer.
• Status: This displays the current status of the credit note.
• Action: You can perform the following actions to the customer's entry.
  • Edit: Edit the currently selected credit note record.
  • View PDF: Preview the credit note as a PDF file before saving or printing.
  • Save PDF: Save the credit note as a PDF file on your computer.
  • Email: Email the credit note as a PDF file to any email address that you wish.
  • Print: Select this option to print the credit note.
  • Apply (if available): Apply customer credit to a credit note.
  • Delete: Delete the credit note permanently and remove it from the list.
  • Undo Credit (if available): Undo all applications of this credit note and reset it's status to unnapplied.

Click here to open help manual for the left menu bar.