In this blog we are going to see, Steps to Create a Credit Note for an Invoice in Fresa Application.
Step 1: Navigate to the Respective Job/ Shipment page and click the Add button to add the charges under the Costing tab.
Step 2: Select the respective Charge, Bill To party and enter the Amount then change the Cr(+) to Dr(-) and click the Save Changes button.
Step 3: In the Job/Shipment page, click the Generate Voucher option to generate a Credit Note voucher.
Step 4: Select the Voucher Type as Credit note Voucher and select the respective Organization then click Next button.
Note: If Organization is not available in the drop-down. Check Step 2 and change the Cr(+) to Dr(-) then try to generate a voucher.
Step 5: In the Voucher Details page select the Book then click on the Next button.
Step 6: Select the respective charge in the Charge Details page then click Next.
Step 7: Check the details on the Summary page then click the Finish button to complete the voucher generation.
Step 8: Now, Click the Voucher List option on the Job/Shipment page to view the Credit Note Voucher number.
Step 9: Click the Credit Note Voucher number it will open the Credit Note Voucher page.
Step 10: Click the Single button to view the Full Voucher page.
Step 11: Click the Get O/S option to allocate the value with the outstanding Invoice.
Step 12: In the Get OS / Charges page select the respective voucher and enter the Credit Note amount in the “OS FCY Amount”. Click the Save button.
Step 13: Now, use Change Status Option to Approve then Post the Voucher.
The above blog post explains, Steps to Create a Credit Note for an Invoice in Fresa Application.
Who we areFresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.
Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.
Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.