Category: Knowledge Base

1.Select credit note option under sales in Rednote page.

2.Click New to add a new credit note.

3.Select the client name from the drop down in client name box to whom to you want to raise the credit note.

4.Select the invoice number from the drop down in invoice no box to which invoice you want to raise the credit note.

5.Select a reason for raising a credit note from reason box drop down.

6.Select the date for which you want to raise the credit note.

7.Select the product from the dropdown in product box for which you want to raise to credit note, to add next product click add item.

8.Click save, your credit note will be added against the selected client and invoice.

9.Select action option to delete the credit note, create similar of the credit note and export the credit note to excel file.

10.Select the funnel symbol in the right side where you can filter credit note with date range.

11.Click the setting symbol in right top of the page to change the setting for credit note.

12.You can add prefix, suffix, invoice header for your credit note under settings option.

13.You can enable the given option (Yes/No) under settings like signature,remarks,reset number,water mark logo,enable logo,edit credit no,letter head (you can set the margin in the below given box for letter head).

14.You can enter your remarks in the given box to be displayed in the credit note.

15.You can display your signature in the credit note by uploading it by the given link.

16.You can enter your notes in the given box which will be displayed in your credit note.

17.After making your changes in the settings options, click update. Your credit note will be updated with the changes.

1.Select Receipt under sales option in Rednote page.

2.Click  New to add a new receipt.

3.Select Client name and Payment date which is mandatory in receipt.

4.If needed payment mode and payment reference number can be filled.

5.Fill the amount in the pay box to make payment for the required invoice and the total will be calculated and displayed in the bottom.

6.You can add advance receipt by clicking the arrow button beside New and add client name and payment date which is mandatory and fill the amount in the Advance amount box.

7.Click Save, your advance receipt will be added successfully.

8.You can delete the receipt by clicking the delete option in action button.

9.Click the crop symbol to filter by client name and invoice number and click apply, your receipt will be filtered.

10.Click the funnel symbol to filter with date range and click apply, your receipt will be filtered.

11.Click the setting symbol in right top of the page to change the setting for receipt.

12.You can add prefix, suffix, invoice header for your receipt under settings option.

13.You can enable the given option (Yes/No) under settings like signature,remarks,reset number,water mark logo,enable logo,edit receipt no,letter head (you can set the margin in the below given box for letter head).

14.You can enter your remarks in the given remarks box to be displayed in the receipt.

15.You can display your signature in the receipt by uploading it by the given link.

16.You can enter your notes in the given notes box which will be displayed in your receipt.

17.After making your changes in the settings options, click update. Your  receipt will be updated with the changes.

1.Select Invoice under sales in left side of the Rednote page and click New.

2.Select client from the dropdown given, Invoice date will be automatically updated(Client name and invoice date is mandatory field for creating invoice).

3.You can add Shipping address by clicking dropdown under shipping address and select Add shipping address.

4.You can fill other field like due date, payment of terms, DC No,DC Date, Del Through, Del Destn, Order No, Order Date, Vehicle No, LR No.

5.Select product from the dropdown,you can change the quantity if needed. If you want to add another product click add item.

6.Click Save and your invoice will be saved.

7.If you click the dropdown in Action button, you can select delete option to delete the invoice.

8.If you click the dropdown in Action button, you can select create similar option to create a similar invoice.

9.If you click the dropdown in Action button, you can select export option to export  the invoice in excel file.

10.You can click the crop symbol to filter by client name, invoice status and payment status and click apply to get the detail.

11.You can click the funnel symbol to filter by date range and click apply to get the detail.

12.Click the setting symbol in right top of the page to change the setting for invoice.

13.You can add prefix, suffix, invoice header for your invoice under settings option.

14.You can enable the given option (Yes/No) under settings like signature,remarks,TDS,shipping address,reset number,water mark logo,enable logo,editable invoice no,preserve previous price,letter head (you can set the margin in the below given box).

15.You can enter your remarks in the given box to be displayed in the invoice.

16.You can display your signature in the invoice by uploading it by the given link.

17.You can enter your terms and conditions in the given box which will be displayed in your invoice.

18.In the given template you can select anyone template according to your wish.

19.After making your changes in the settings options, click update. Your invoice will be updated with the changes.

1. Select the client under sales on the left side of the Rednote page.

2.To add a new client, click New in the client detail screen.

3.In the client detail page fill the mandatory field like Organization Name, State and GSTN type.

4.If needed you can fill the other field given in the client detail page.

5.To import clients from excel, click the arrow near New option and select import client option.

6.Download the import client excel file from the right corner of the page.

7.Fill all the client detail in excel file, client Name and State are mandatory fields. State code should be filled in the State column with the help of the detail given in the second sheet of excel file.

8.Upload the file in the below link and click import client.

9.Client detail will be imported successfully.

10.If you click the action button, you can delete a client, export the client to an excel file and convert the client into vendor by selecting create as vendor.