Adding a Credit Note

Learn how to add a Credit Note to a Task in Teamleaf

Step-by-Step Guide

Finance

Invoicing

Step 1

Go to the Task you'd like to add a credit note to

To start, go to the task that you'd like to add a credit note to, via the 'Tasks' page on the left sidebar.

Step 2

Scroll to Finance and click 'Add Task Earning'

Next, scroll down to the finance section, and click 'Add', in the dropdown menu that opens, click 'Add Task Earning'

Step 3

Select Earning Type

Now, you must create an earning with a negative value for the amount to go on the credit note. To start, select an Earning type.

Step 4

Select Depot

Next, select which depot you'd like this earning to be for - by default, the depot selected for this task will be selected.

Step 5

Select Task Earning Date

Next, select the Task Earning Date. By default, this will be today's date.

Step 6

(Optional) Select Rate

Next, if you wish, select a Rate

Step 7

Select Account Type

Next, select an account type for this earning

Step 8

Enter Earning Title

Once you've selected an Account Type, enter a Title for this Task Earning

Step 9

(Optional) Enter Reference

Next, if you wish, you can enter a Reference

Step 10

Select Quantity

Next, select the quantity for this Earning

Step 11

Select Amount

Next, enter the value to be added to the credit note - this should be added as a negative number.

Step 12

Select VAT

Next, change the VAT to the option you need (if you wish)

Step 13

Save Task Earning

Once you're happy with the Task Earning, click 'Save' in the bottom right. The Task Earning will now be added to the 'Task Earnings & Costs' section of the Task

Step 14

Click 'Add Credit Note'

Next, to add the credit note, click the 'Add' button in the Finance section, and click 'Add Credit Note' in the dropdown menu that opens.

Step 15

(Optional) Change Title

By default the Title of the Credit Note will be the Task Title, but you can update this if you wish.

Step 16

(Optional) Select PO Number

Next, select a PO Number, or create a new one if needed

Step 17

(Optional) Update Invoice Date

By default, the invoice date will be today's date, you can update this if you wish.

Step 18

(Optional) Add Payment Reference

If you wish, you can add a payment reference to this credit note

Step 19

(Optional) Add Reference

Next, if you wish, you can add a reference to this credit note

Step 20

Select Finance Submit and Sign Off Invoice options

Next, select whether you would like the Finance Submit and the Sign Off Invoice options to be selected

Step 21

Select Earnings to be added to credit note

Next, select which earnings you'd like to be selected on this Credit Note. You will see the balance of these earnings update at the bottom of the page.