Credit Note Mapping | Accounting & Bookkeeping Software UK Compliant.

Credit Note Mapping in Britixo ensures that whenever a credit note is created and applied to an invoice, the amounts are automatically posted to the correct accounts and displayed in your financial reports. This keeps your sales and revenue records accurate without requiring manual adjustments.

Enable Credit Note Mapping

1. From the left sidebar, go to Accounting → Settings → Mapping Setup → General.
   
   

2. Enable Credit Note mapping.
   
   

3. Select the accounts to map under the Sales field.
   
   

4. Click Save.
   
   

Create and Apply a Credit Note

1. From the left sidebar, go to Sales → Credit Notes.
   
   

2. Click Create Credit Note.
   
   

3. Open the Credit Note Detail Page.
   
   

4. Click Apply to Invoice.
   
   

5. Enter the Amount to Credit and click Apply.
   
   

Once applied, the credit note will automatically be mapped and reflected in your reports.

Delete Credited Invoices

1. Open the Credit Note Detail Page.
   
   

2. Go to the Invoices Credited tab.
   
   

3. Click Delete on the credited invoice.
   
   

Result:

• The credited amount is removed from reports.
  
  

• The related accounts are updated automatically.
  
  

Tip: Always check reports after applying or deleting credits to ensure balances align with your financial records.