A credit note is essentially the opposite of an invoice. Instead of adding a debt to a customer's account, it adds a credit to the customer's account. It is often used to 'undo' work or charges previously invoiced to the customer. Common reasons for creating a credit note include when a customer returns a faulty part or when there are errors in the original invoice.
To create a new credit note in Auxo Workshop, follow these steps:
Navigate to the Invoices List:
Select Job Management from the left side-menu.
Click on Invoices.
Open the New Credit Note Screen:
Click the New Credit Note button on the Invoices list:
Fill in the Credit Note Details:
Customer Name: Search for the appropriate customer by typing into the Customer Name field.
Reference: Enter a reference for why this credit note was created (e.g., an invoice number, vehicle registration number, or another meaningful reference).
Date: Enter the appropriate date of the credit note.
Add Line Items:
Click the +New Line Item text to add a new line to the credit note.
In the new line, you can:
Select the type from the dropdown in the Type field (options: Part, Labour, or Outwork).
Select the appropriate labour code or part number in the Part No/Code field.
Enter a description in the Description field.
Enter a quantity in the Quantity field.
Enter a price in the Price field.
Repeat the process of adding a New Line Item until you’ve added everything you need to the credit note.
Add Notes:
Enter any additional notes in the Notes field to further explain the reason for this credit note.
Complete the Process:
Click the Create button at the bottom to complete the process.
If you need to cancel, click the Cancel button.
📝 Note: You cannot currently print or email a credit note in Auxo Workshop. If you're using Xero, you can print or email the credit note from Xero.