Issuing Refunds and Credit Notes in Britixo CRM UK.

📘 Introduction:

Britixo CRM UK simplifies refunding payments and issuing credit notes. Whether adjusting invoices due to errors, returns, or customer goodwill, Britixo’s clear and accurate processes help maintain reliable financial records within your practice management software.

💸 Step-by-Step: Issuing a Refund or Credit Note

1. Open the Original Invoice

• Go to Sales > Invoices
  
  

• Locate and click the invoice needing adjustment (use filters/search)
  
  

2. Choose to Issue a Credit Note

• At the top-right corner, click More (three-dot menu)
  
  

• Select Create Credit Note
  
  

3. Fill Out the Credit Note Details

A new credit note window appears, auto-filled from the invoice:

• Verify or edit items, amounts, and taxes as required
  
  

• Enter the amount to refund or credit (full or partial)
  
  

• Include notes (optional but recommended for records)
  
  

4. Save the Credit Note

• Click Save to issue the credit note
  
  

• The original invoice status updates automatically (fully or partially credited)
  
  

🔁 Applying Credit Notes to Future Invoices

• Britixo CRM UK can automatically apply credit notes to future invoices for the same client.
  
  

• When creating new invoices for a client with available credit, Britixo prompts you to apply the credit.
  
  

📤 Sending the Credit Note to Clients

• Open the credit note you just created.
  
  

• Click Send to Email at the top-right.
  
  

• Client receives the credit note clearly outlining refunded or credited amounts.
  
  

📊 Track Refunds & Credits

• Access all issued credit notes under Sales > Credit Notes.
  
  

• View logs of credit note applications and balances clearly within Britixo.
  
  

✅ Pro Tips:

• Always clearly document reasons for refunds or credits.
  
  

• Use partial credit notes when offering discounts or minor adjustments.
  
  

• Regularly review your credit notes report for financial accuracy.