This article relates to Transactor 6
You can issue a credit note for an existing job, issue a credit note from scratch, or allocate a credit note to unpaid invoices.
To create a credit note from scratch, choose New Credit Note from the Action menu. To create a credit note based on an existing job/invoice, select the job onto the main form, then choose Copy to New from the Action menu, and then choose Credit Note in the "Document Type" box. Click on New Document to create the credit note.
When you finish a credit note you will need to select Finalise from the Action menu, then you will be given the opportunity to produce any required printed document, and to apply credit to any outstanding invoices.
The Credit Notes topic in Transactor 6 help.