Sengerio Helpdesk

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• Connect a credit note to an invoice

  To connect a credit note to an invoice, access the data of the credit note and select the Invoice reference field of the credit note line. Click on the box icon inside the field and select an invoice from the list displayed. The list contains all of the invoices (customer or supplier depending on the credit note type) made with the same business partner indicated on the credit note. When saving,Popular

• List of credit notes

  To access the list of credit notes, click on the calculator icon on the main menu and then on Credit notes. The list displays the customer credit notes. Click on the blue arrow beside the name of the list to show the supplier credit notes. To open a credit note, double click on the corresponding row, clickPopular

• Create a credit note

  From the list of credit notes, click the + button to create a new credit note. The credit note that is created is a customer or supplier credit note, depending on the list that you are currently in. Customer credit note Enter at least the Customer and a credit note row. The Date of the document will be the current date, by default. The number is automatically inserted in the selected sSome readers

• Print or send the credit note

  To print or send a customer credit note document by email, click on the word Print or send in the menu inside the credit note. The screen is divided in two parts. On the right you can see the document preview, updated with the language and settings selected on the left panel. Let's see the fields one by one: Action - You can select an action between send and print. ![](https://storageSome readers