Credit notes
How to refund money or leave a credit balance.
Step by step
From the invoice
Open the invoice and choose «Nota de crédito» (Credit note). Mark what is being returned (or everything) and write the reason.
Issue the note
Tap «Emitir nota de crédito». The note lowers what the invoice owes.
Leave a credit balance
For an advance or payment on account, go to «Ventas › Notas de crédito» and tap «Nueva nota de pago». Pick the patient, amount, expiry and reason.
Use it at the till
The note has a redemption code. At the till it is used as the «Nota de pago» payment method, on one or several invoices.
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