If you need to credit an amount instead of a product, you can create a credit note in Traede.

Steps to Credit an Amount:

1. Go to Sales Invoice:

   • Navigate to the Sales Invoice section.

   • Click on Booked to find the invoice you need to credit.

2. Select the Invoice:

   • Locate the invoice to credit.

   • Click click on the button with the two arrows making a circle
     
     
     
     

3. Enter the Credit Amount:

   • In the Handling View field, enter the amount you wish to credit.

   • Ensure you add a minus (-) sign before the amount to indicate a credit.

4. Save as Open Credit Note:

   • Click Save as Open Credit Note.

5. Approve the Credit Note:

   • Once saved, approve the credit note, and the amount will be credited instead of the product.

How to Create a Manual Credit Note with a Handling Fee

If you need to manually create a credit note with a handling fee, follow these steps:

1. Go to Sales and Invoices:

   • Press Manual Credit Note in the top right corner.
     
     
     
     

   • Choose the customer and click Create Credit Note.

2. Edit the Handling Fee:

   • In the summary section, click the pen icon next to Handling Fee.

   • Enter the handling fee amount.

3. Book the Credit Note:

   • Click Book Credit Note to finalize the handling fee for the customer.

Additional Notes

• Always ensure that the correct products or amounts are selected before splitting, merging, updating order prices, scanning, or creating credit notes.

• The Order Timeline records all changes made to any order.

• Labels and descriptions can help organize orders effectively within Traede.

By following these steps, you can efficiently manage orders in Traede by splitting, merging, updating, exporting/importing, scanning, and crediting them as needed.