How To Process a Credit Note

Created by Tadiwanashe Muhwati, Modified on Mon, 2 Jun at 11:16 AM by Jo-Anne Macharavanda

A credit note is issued to correct invoice errors, handle returns or cancellations and reduce the amount a customer owes. It ensures accurate records, improves customer satisfaction, and maintains legal and tax compliance. The steps below demonstrate how to process a credit note with Fiscal Harmony and XERO integration

Step 1

LOCATING THE INVOICE TO APPLY CREDIT

Go to the Sales section
Business > Invoices > Locate the original invoice
Find the invoice or bill the credit note will relate to.
Click the three dots in the right corner
click "create and apply credit"

STEP 2

VALIDATE REASON FOR CREDIT NOTE

Log in to the Fiscal Harmony Portal
Click on "Invoice Logs" in the menu
Find and select the invoice for which you want to issue a credit note
Review the invoice and identify the reason for issuing a credit note

STEP 3

APPROVING THE CREDIT NOTE

Click approve to finalize the credit note

STEP 4

VIEWING THE FISCALIZED CREDIT NOTE

Locate and open the credit note
Check to the top right corner of the credit note dashboard, second option.
To view the attached file, click the file icon