How to raise a credit note

1. Select 'Bookings' from the menu on the left hand side menu, select the booking you want to add a credit note to on the Car and Van Rental Software.

select-bookinig-tab-coastr

2. Scroll down to payment information and select the relevant invoice

select-booking-scroll-down-to-payment-information

3. Click on the ''create credit note'' in the top right hand side

open-the-invoice-and-click-create-credit-note-coastr

4. Choose option Issue refundable credits, enter item description reason for credit and amount. Click Create once-details-are-put-click-create

5. Scroll down to the bottom of the page to view ''Credit Notes'' credit-notes-are-successfully-issued-for-the-booking

6. You can also view credit notes once raised under ''Billing'' Menu .

Click on 'Billing' on the left hand side, Select 'Credit Notes'→ from the dropdown.

The credit raised notes will display here. You can also download in a csv report.

click-credit-notes-tab-under-billing-to-view-all-credit-notes-coastr

If you've any questions or issues, please email support@coastr.com. We're happy to help!

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