Displaying Invoices & Credit Notes
This article will show you how to see invoices and credit notes together on the same list.
Before You Start
Firstly, you need to have access to the settings in Clik Service.
To access these, go to Settings > Settings > Modules > Sales Orders/Invoices/Credits.
Make sure the ‘Show invoices and credits in combined lists (CRM activity and main invoice list)‘ box is ticked.
Then click ‘OK‘.
Now you’ll be able to see all your invoices and credit notes together. In the ‘Invoice’ module, any credit notes will be highlighted in red.