How to Issue a Credit Note for an Invoice from the Client Card

Credit notes are issued on invoices to rectify errors, provide refunds, or adjust balances. In this article, we will explain in detail how to issue a credit note for an invoice from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then navigate to the Search bar at the top of the page and proceed to type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Financials Tab

After selecting the client, in the client card you will find the "Financials" tab. This tab contains a record of all payments made by the client.

Step 3: Locate the Invoice

In the Financials tab, you can access the "Invoices" sub-tab, where all raised invoices are listed. To issue a credit note you need to locate the specific invoice and click on its number to view all associated details.

Step 4: Navigate to "Options." 

On the Edit Invoice page, hover over the "Options" button in the top right corner. A few options will be revealed, listing the actions you can take with the invoice, one of which is "Credit Note," which is listed as the first option in the dropdown.

Step 5: Select a Credit Note Reason

Once you select "Credit Note," a pop-up window will appear where you will need to first select the reason for the credit note.

Step 6: Adjust the Details

In the pop-up window, you will have options to:

• Select the service/product which you want to issue the credit note for by ticking the boxes next to the item name,
• Choose the date when the credit note was issued,
• Specify the credit amount, and
• An option to transfer the funds into the client's record as money on account.

Step 7: Create the Credit Note

After adjusting the details of the credit note, click the "Create" button to confirm the changes.

To confirm that the changes are reflected in the client records, navigate to the Financials tab > Invoices, where the credit note should appear with the Invoice Number starting with #CN and the amount that was adjusted.

If you follow these steps, you will be able to successfully issue a credit note in case of any billing mistakes and maintain accurate financial records.