Credit notes 2.0

One of our most requested features has been the ability to raise a credit note directly against a customer or supplier account.  We’ve delayed for a while delivering on this so that we could take some time to extend our accounting engine to support this and a lot of other future features we have on our roadmap.

As of yesterday, you can now raise a credit note directly against a customer or supplier account and you will be prompted to apply it to any outstanding invoices, or you can carry it as a credit until the next invoice you raise.

We’ve also made some improvements to our Accounts Receivable dashboard and to all reports that include credit notes. You can read the full release notes here.

This is an exciting release for us as even though we’ve kept the changes to a minimum, we’ve set up the accounting engine for the next 12 months of features that we’ll be delivering like foreign currency invoices and bank accounts.

As you’d expect, raising and applying credit notes is as simple as working with invoices – here’s a quick walkthrough.

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