Please read this article about how to process credit notes in Ocerra.
To process a credit note to MYOB Advanced, please follow these steps:
1. Toggle On the Credit Note parameter at the header level of the invoice.
2. Link the Credit Note to the Invoice that exists in Ocerra. The input of an Invoice number is optional and only stays in Ocerra for your reference.
3. Remove Items on the line level, if applied.
The totals will be automatically adjsuted as negative amounts, this is how it should be exported to MYOB.
Proceed to Export this credit note as usual:
Ocerra will create a Debit Adj. document in Bills and Adjustments:
