Credit Notes

A credit note is a paper or electronic note issued by a business to a customer in place of a refund. A credit note acts like a voucher that can only be used for the particular shop, chain of shops or business that issued the credit note.

In this module of the back office, all credit notes that have been issued can be viewed here. You can edit the recipients’ details and view the account history.

Editing the Credit Note

1. On the action field, select the edit button.

2. If required edit the gift cards recipient’s details:

   • Name, Email, Tel, Address and Comments

3. When finished Select Save.

   

Viewing the Account history

1. On the action field, select the edit button.

2. Showing is the account history, to view a transaction select the view button on the action field. This is the button with the magnifying glass.

Editing Credit Note Layout

1. Select Layout from the Credit Note menu

2. To add a Header or Footer select Insert Header button or Insert Footer button.

3. Choose the Line Type/ Function

   • Text

4. Choose the Position

   • Left
   • Right
   • Center

5. Select the Font Style

   • Normal
   • Bold
   • Underline
   • Italic

6. Select the Font Size.

   • Normal
   • Double Wide
   • Double High
   • Double High & Wide
   • Big
   • Huge

7. Select the Colour. For the KP only

   • Black
   • Red
   • Reverse

8. Save when finished.