Datagate: Generate a Credit Note
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
The following steps will show you how to create a credit note for sent invoices.
Requirements
- Access to Datagate
- Navigate to Invoicing.
- Switch to Action Invoices.
- Select invoice(s) in Sent or Sent manually status. Create Credit Note button will appear under the Actions dropdown.
- Click on Create Credit Note button, Credit Note generation process starts and display the operation progress page.
- After generation, you are taken back to the Action invoices screen from which you can select and send the credit note(s).