How To Adjust Credit Note with Pending Invoice

Step 1 > Go to “Credit note” under “Income tab”.

Step 2 > Click on “Add credit note”.

Step 3 > Choose the customer to whom you are raising a credit note. Moiboo will automatically      

populate the customer’s details.

 Step 4 > Select the date.

Step 5 > Select products details.

Step 6 > Enable the invoice checkbox to fetch unpaid Invoices.

Step 7 > Moiboo automatically opens and displays all the pending invoices for that customer.               make sure you adjust each of the invoices which need to be adjusted.

Step 8 > Click “save”.

  After you save your Credit Note and Pending Invoice will be matched.