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Credit Note Mapping

Accounting & Bookkeeping BuildX



  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  ->  Enable the Credit Note so that after a credit note is applied to an invoice, that data is mapped to the account and displayed in the report.

  • Step 2.Select the accounts that need mapping in the Sales field -> Click on the Save button 
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  • Step 3. Go to the Credit Notes menu under the Sales module in the left sidebar  -> Create a credit notes 
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  • Step 4. In the credit note page detail -> Click on the Apply to invoice -> enter the Amount to Credit and click on the Apply button
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    Result: 
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Delete Invoices Credited

Go to the credit note page detail -> Select the Invoices Credited tab -> click on the  Delete button
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Result: amount of invoices credited is removed from the report and related accounts.
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