Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Save the credit note and check the customer-facing or supplier-facing document before sharing.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Credit date | Controls the reporting period in which the correction appears. |
|---|---|
| Reason | Explains why the correction was made for later review. |
| VAT treatment | Controls how the credit note affects VAT boxes. |
Tips
Use these checks if the saved record does not look right.
Tip
Use credit notes for issued document corrections instead of deleting invoices.
Tip
Keep the original invoice and credit note together in customer records.