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Finance & accounting

Britixo Credit Notes: Create a Note and Preview Invoice Credit

0:35 · Official YouTube tutorial ·

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Britixo Credit Notes: Create a Note and Preview Invoice Credit. Follow the live application screens with clear instructions and English captions.

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Britixo Credit Notes: Create a Note and Preview Invoice Credit. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-credit-note/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/invoices-payments/ Create an invoice: https://britixo.com/help-centre/create-an-invoice/ Create an estimate: https://britixo.com/help-centre/create-an-estimate/ Record and manage a credit note refund: https://britixo.com/help-centre/record-and-manage-a-credit-note-refund/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLDBApRrSVPYA Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Create a customer credit note • Review available credit • Preview credit allocation The credit allocation is previewed; the recording does not apply the credit to an invoice. Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #Invoicing #CreditNotes #InvoiceManagement #AccountingSoftware MORE HELP https://britixo.com/help-centre/create-a-credit-note-from-an-invoice/ https://britixo.com/help-centre/apply-credit-to-an-invoice/ #CRMSoftware #CRMTutorial

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