Customer Credit Notes

Marlin GTX enables users to manage customer credits and invoice reversals using credit notes.

Users can manually create new credit notes to record credits or adjustments, or generate one by reversing an existing invoice.

Credit notes can be processed using the Invoices module, accessed by selecting Main > Data Entry > Invoices from the menu bar.

In the Invoice Entry window:

• Click the Credit Note button on the left
• The Enter Credit Note screen will open
• The background colour will change to pink

Adding Credit Notes

Main > Data Entry > Invoices > Credit Note

To create new credit note from scratch:

• Select yourself as the Salesperson
• Enter the required products and amounts using the Line Details list below
• Click Finalise
  If reversing a transaction: Make sure to select the payment types and amounts used on the original invoice

Reversing Invoices

Main > Data Entry > Invoices > Credit Notes

The details from previous transactions can be automatically added to credit notes when reversals are required.

To select the original invoice:

• Select the Customer
• Click on the Invoice Reference picker

The Select Invoice pop-up will open.

In the pop-up:

• Select the original invoice at the top
• Check the Transaction Details below
  • Ensure all checkboxes for the required items are ticked
• Click Select

The details of the selected invoice will be added to the Credit Note Entry window, which can then be finalised as usual.

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