Credit Notes

Credit Notes


IQ is a ‘one-way’ export. Amendments can be done in your accounting software only if you like. If you want to make the alteration in IQ and then export, follow the below procedure.
When you need to credit an invoice, go into the exported invoice in IQ.



Under ‘Invoice Options’, select ‘Create a Credit Note’:


 

The screen will update to show a draft credit note. A new ‘INV’ number will be created. Check details and click ‘Approve Credit Note’:

 

 

You will now see a row of additional options at the top of the screen. Click ‘Export’


The following example if from Xero. In Xero, go into ‘Awaiting Payment’:



In Xero you can see our INV 70 & 74. INV000074 is shown as a credit.


 

Click on INV000074 to open it. From here you can email or print a copy of the credit note:


Sample credit note:


 

 

 

 


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