Apply credits to invoices instantly while keeping everything organized and up to date. These can be created if your customer overpaid, or as a referral system. (Available on both Desktop and App)

Step-by-step guide to create Credit Notes on the App:

1. Log in to your Markate app. 

2. Tap More or Swipe to the next screen.

3. Tap on Credit Notes.

4. Tap the (+) button in the top right corner.

5. Enter all the required details for the credit note.

6. Tap the Tick to save it as a Draft.

7. Open the draft and tap “Send Credit Note” to send it to your customer.

 

8. This is the Confirmation screen that the Credit Note has been sent to the Customer successfully.

9. Once sent, the credit note status will change to “Open” with the Credit Amount.

10. Open the invoice you want to apply the credit to for the same Customer. 

11. Tap the “Pay Now” button.

12. If credit is available, tap “Apply Credit”.

13. Select the appropriate Credit Note from the dropdown list. 

The credit will be applied in full.

The invoice total will be reduced.

The credit note status will change to “Closed”.

Key Points:

View Applied Credit

• Open the invoice to see where the credit note has been applied.
• The adjustment will be clearly reflected in the invoice details.

Important Notes:

• While applying the Credit Note in the Invoice, the credit note must be in “Open” status.
• The credit amount must be less than the invoice total.