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Creating a Credit Note in Movermate

Learn how to create Credit Notes in Movermate to provide refunds, discounts or other adjustments to a customer's charges. You can create a Credit Note from the Finance section or directly from a Job.

1. Open Credit Notes in Finance

  1. Log in to your Movermate CRM.

  2. From the left navigation menu, go to Finance → Credit Notes.

  3. You will see a list of existing Credit Notes.

  4. Click + Create Credit Note in the top-right corner.

The customer selection window will open.


2. Select a Customer

  1. Use the Search field to find the customer.

  2. Select the required customer from the list.

  3. Movermate will display the available jobs associated with that customer.

Note: Every Credit Note must be associated with a customer.


3. Select a Job (Optional)

After selecting the customer, you can choose whether to associate the Credit Note with a Job.

To create a Credit Note for an existing Job:

  1. Find the required Job in the list.

  2. Review the Job ID, Job Date and Job Type to confirm the correct Job.

  3. Select the Job to continue.

To create a Credit Note without a Job:

  1. Click + Create Credit Note without Job.

  2. Continue to the Credit Note details form.

This option is useful when you need to issue a customer credit without linking it to a specific Job.
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4. Enter Credit Note Details

Once you have selected a Job or chosen to create a Credit Note without one, the Credit Note form will open.

Complete the following fields:

Field

Description

Credit Note Date*

Select the date of the Credit Note.

Category*

Select the reason for issuing the Credit Note.

Rate

Enter the credit amount per unit.

Qty

Enter the quantity being credited.

Unit

Select the applicable unit, such as Fixed Price.

Add Tax

Add tax if applicable.

Description

Enter additional information about the credit, if required.

Fields marked with an asterisk (*) are required.

The Description field is optional and supports up to 500 characters.

You can add Credit Note categories under Settings → Finance → Credit Notes if the required category is not available.



5. Review the Credit Note Amount

As you enter the Credit Note details, Movermate calculates the total based on the rate, quantity and any applicable tax.

Review the following amounts before creating the Credit Note:

  • Line Total: The amount calculated for the Credit Note item.

  • Subtotal: The total before applicable tax.

  • Tax: Any tax added to the Credit Note.

  • Total Amount: The final Credit Note amount.

For example, if you enter a rate of $100 and a quantity of 2, the subtotal will be $200 before any applicable tax.

Make sure the amount and category are correct before proceeding.

6. Create the Credit Note

  1. Review the customer, selected Job (if applicable), Credit Note date and item details.

  2. Confirm the total amount.

  3. Click Create Credit Note.

Movermate will create the Credit Note and automatically assign a unique Credit Note number, such as CN-00001.

You can find the created Credit Note under Finance → Credit Notes.

Important: Creating a Credit Note does not automatically mean its amount has been applied to an invoice. You must apply the available credit to an eligible invoice separately.
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7. Create a Credit Note Directly from a Job

You can also create a Credit Note while working on an existing Job.

Method 1: From Job Actions

  1. Open the required Job in Movermate.

  2. Click the Actions dropdown.

  3. Select Add Credit Note.

  4. Complete the Credit Note details.

  5. Review the total amount.

  6. Click Create Credit Note.

Method 2: From Job Finances

  1. Open the required Job.

  2. Go to the Finances section.

  3. Find the Credit Notes section.

  4. Click + Add Credit Note.

  5. Enter the required details.

  6. Click Create Credit Note.

The created Credit Note will be associated with the selected Job and can also be viewed from Finance → Credit Notes.
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8. View the Created Credit Note

To find a Credit Note after creating it:

  1. Go to Finance → Credit Notes.

  2. Use the Search field to find the relevant Credit Note.

  3. Locate the record using its Credit Note number, customer or associated Job information.

  4. Click the three dots (⋮) beside the Credit Note.

  5. Select View to open its details.

The Credit Notes list displays information including the amount, date, customer, Credit Note number, status, applied amount and remaining balance.

A newly created Credit Note that has not been applied to an invoice will have an Open status.



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Important Reminders

  • A customer must be selected when creating a Credit Note.

  • Linking a Credit Note to a Job is optional when creating it from Finance.

  • Select the correct category to identify why the credit is being issued.

  • Review the rate, quantity, tax and total amount before creating the Credit Note.

  • Movermate automatically generates a unique Credit Note number.

  • Creating a Credit Note does not record a customer payment.

  • An unapplied Credit Note does not reduce an invoice's outstanding balance.

  • To reduce an invoice balance, the Credit Note must be applied to that invoice.

  • Credit Note access may depend on your assigned role and permissions.

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For further questions, contact the Movermate Product Experts at [email protected].

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