Navigate to the Account you wish to credit and launch the credit note wizard (Credit Account - from the right hand account menu)
The wizard includes:
Location drop-down
Date picker
Reference text box
Two credit modes:
Amount-based: Enter a flat credit amount and creates a single transaction using an admin credit product against a chosen customer location.
N.B. to create a flat rate credit, you must have a product already in place called Admin Credit.
Product-based: Add specific products with quantities and prices and gets the current price then creates a Customer Transaction with full VAT and gallon calculations as appropriate.
After saving the transactions the system will prompt to "Create a Credit Note Now?"
If Yes, retrieves the just-created transactions and launches Create Invoices Wizard in credit mode.