Credit Note

Credit notes can be adjusted against current outstanding Invoices or might be allowed to be set-
off against future Invoices. Sometimes, it might be followed with a cash refund too.

The following scenarios

1. Adjusting the credit note against an existing Invoice
2. Adjusting an Invoice against a credit note
3. Making a refund payment against a credit note

Adjusting the credit note against an existing Invoice
Step1>Go to “credit note” under “income tab”.
Step 2> Click on “add credit note”.

Step >3 Choose the customer to whom you are raising an credit note. Moiboo will automatically
populate the customer’s details.
Step >4 Select date.
Step >5 Select products details.
Step >6 Enable the checkbox.
Step >7 Moiboo automatically open and display all the invoices for that customer. Make sure you
adjust each of the invoice which needs to adjust.
Step >8 Click “save”.

Adjusting an Invoice against a credit note.
Step 1> Click “invoice” under “income tab”.
Step 2>Click” view” invoice and scroll down.

Step >3 Click “credit note”.
Step >4 Add “credit note”.

Step >5 Now credit note page appears. Moiboo will automatically populate the customer’s de-
tails.
Step >6 Select products details.
Step >7 Go to “save”.

Making a refund payment against a credit note.
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 date.
Step >5 Select products details
Step >6 Enable the checkbox
Step >7 Moiboo automatically open and display all the invoices for that customer. Make sure
you adjust each of the invoices which need to adjust.
Step >8 Click “save”.

Step >9 Go to “action” button and click “add payment”.

Step >10 Now payment page appears. Add payment details.
Step >11 Click “save”.
Know credit note Status will change paid