How To Adjust Trade-In with Pending Invoice

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

Step 2 > Click on “Add credit note”.

Step 3 > Add Customer details from the drop-down menu to whom you are raising a Trade In.

Step 4 > Select 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