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Credit Note

 Prosoft CRM
  • Credit Note can be saved from menu ‘Invoice’ instantly to reduce time.
  • You can get to know if there’s a Credit Not then how much would be the Close Lost amount.
  • You can assign Credit Note to someone else to be as an owner.
  • Sharing of Credit Note can be done so that other employees can access according the privileges which have been set.
  • You can search by some criterion like Document date, Modified date.
  • Information like Invoice, Orders, Quotations, Opportunity can be opened directly in Credit Note.
  • Activities, related to the Credit Note, can be saved and its history is also saved.
  • Notes and files, which are related to Credit Note, can be saved and attached.