Scenarios:

  1. You want to create a new manual credit note

This document assumes the following:

  • You have set up your activity on Enrolmy

How to Manually Create a Credit Note

  1. Navigate to the Money tab

  2. Select Credit Notes

  3. Select New Credit note

4. Please see below the information that you can enter in a manually created invoice:

Area

Information

Description

General

For (Student)

Name of student the credit note is for

For (Bill payer)

Name of Bill Payer the credit note is for

Activity Name

You can link an activity to ensure accurate tracking

If no activity is linked, then it will remain as “Not linked to an activity“.

Credit Note Term

When the invoice should be paid within

Bill Payer Address

This will appear automatically once a bill payer has been selected

Reference

A mention or refer to

Credit Noe Period From/To

Period the credit note is for

Credit Note Date

The date the credit note is created

Tax Rate

The % of tax

Invoice Items

Catergory/ Item/ Description

Catergoristation of the line item

Price

Credit associated

Qty

How many

Account

Associate with an account for tracking purposes

Tax Rate

The % of tax

Amount

Total credit of line item (multiplied by Qty if more than 1)

Actions

Delete the line item if created in error

Add an Item

Add another line item

Notes

Additional area for further explanation

4. Lastly, you can either:

  • Create new credit note → will be saved as a draft where further editing can be completed

  • Create and approve new credit note → will be approved straight away, and no further changes can be made

Congratulations! You now understand how to create a manual credit note!

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