Introduction to Credit Notes for Joforce
With Joforce Credit Notes, create your own credit note right from Invoice and add a new credit note from the Credit Notes module. You can add credit notes in JoforceCRM by importing them as CSV. This Joforce extension is helpful to issue a credit note against Invoice and send it to customers when an invoice amount is overstated, or a discount not applied.
Installing the Module
Follow the steps below and install Credit Notes in JoforceCRM.
Navigate to User Profile → Settings → Modules.
Click the Import Module from Zip and then click on Select from My Computer button.
Upload the package in JoforceCRM and make sure you have enabled the ‘accept with disclaimer and would like to proceed’.
Select Import then check the accept license agreement checkbox.
- Click on the Import Now to continue importing.