How to create a Credit Note in RoomRaccoon

  • Zoë Asmal |
  • 0 step |
  • 59 seconds
  • RoomraccoonRoomraccoon
When to create a credit note: - If you want to change any information on the invoice, such as the name or the line items. - If you have made an error.
Navigate to the reservation in which you need to create a credit note.
Scroll down to the document section within the reservation and click on "**create invoice or credit note**".
By the type option, choose "**credit note**".
If you have more than one invoice created, you can choose which invoice to credit by clicking on this drop down.
Click "Select all" to credit the invoice.
Invoices can only be fully credited, not partially, because most systems are designed to support full crediting in order to maintain consistent accounting records and avoid discrepancies. Allowing partial credits can complicate financial tracking, require complex adjustments, and introduce challenges related to tax compliance and legal or operational processes. This ensures clear, accurate records and minimizes the risk of errors or compliance issues.
Click on "CREATE INVOICE" to create the invoice. **This is an irreversible action.**
You can view the invoices and credit notes that have been created by clicking on this drop down.
To send the invoice, you can click in the envelope icon, fill in the email address and click "OK".
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