Can I add costs on credit notes?
Yes — you can now include additional costs such as taxes when creating a credit note for an invoice.
How to add costs to a credit note
• On the Credit Notes screen, select the invoice you want to credit.
• You’ll see an option to add costs — including taxes — to the credit note.
A drop-down option will appear with the different types of “added costs” you have set up.
Important setup step
To apply taxes, make sure your tax codes are configured first:
1. Go to Branch Profile.
2. Click on Tax Codes.
3. Add the relevant tax codes here.
Once added, these codes will appear in the dropdown when selecting the Tax option for added costs.
If no taxes are added in your account, you will be able to manually enter the tax name and either the percentage (%) or flat rate tax amount.
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