You can easily create a credit note based on an invoice in LSP.expert. When you're in an invoice, simply click on Actions > Create a credit note.
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The system will then open a popup asking you what percentage of the invoice you would like to credit (maybe you only want to credit 50% of it for example).

You'll then arrive in the credit note itself, where you can edit the details of the credit note (and manually change the credit note number format if you wish) and where you can edit the jobs to be contained in this credit note (using the three dots at the end of the lines).
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You can send this credit note by email by clicking on Actions > Send email. You'll arrive in the sending screen where you can edit the text of the email and the recipients of the email.

If you want to edit the generic text of the emails you send using LSP.expert, you have to go to Settings > Document and email configuration > select the document configuration concerned > Emails tab.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send using LSP.expert, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically added to all the emails you send using LSP.expert.
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Your new credit note will appear in your list of invoices with a red label next to it.
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You can easily create a credit note based on an invoice in LSP.expert. When you're in an invoice, you have to click on 'Delete' and select 'With a credit note'.
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You'll then arrive in the credit note screen, where you can edit the details of the credit note (and manually change its number format if you wish) and where you can edit the jobs to be comprised in this credit note (using the icons on the right of each line).
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You can send this credit note by email by clicking on Actions > Email credit note. You'll arrive in the sending screen where you can edit the text of the email, the name of the PDF file (by clicking on the pencil) and the recipients of the email.

If you want to edit the generic text of the emails you send using LSP.expert, you have to go in Settings > Document and email configuration > you select the configuration concerned > Emails tab.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with LSP.expert, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically sent with all the emails you send through LSP.expert.
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Your credit note will also appear in your list of invoices with a red icon next to it.
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