How to do a credit note

The optometry credit notes are identical to that of the invoicing, except the transactions are reversed and therefore when issuing a credit note stock will put back into stock and the patients account will be credited and not debited. You have the facility within the credit note to convert an existing invoice to a credit note and this is done by clicking on the additional button and selecting the convert invoice option. You also have the ability to access the allocation screens from this window.