Sengerio Helpdesk

• English
• Italian

Go to website

• 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

• Print or send the credit note

  To print or send by email a credit note document to a customer, click on Print or send in the menu inside the credit note. The screen is divided in two parts: to the left you can select Language and Layout, specify if you want to print or send the document, and write a custom email text or use the one suggested by Sengerio. To the right you can see a preview of the document. ![](https://stoSome readers

• 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

• 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,Some readers