This article is applicable if you want to create a new credit note, assign it to a member, but there's no particular invoice to allocate the credit note to.
But if there's an invoice to allocate a credit note to, please do so and use this article as guide: Allocating an Existing Credit Note to an Invoice
- Click "New Credit Note"
- Enter "Subscriptions" in the "To" field
- Enter the member's name and membership number in the "Reference" field
- Double-check the values
- Click Approve.
- After 5-10 minutes, the newly created credit note will sync to DotGolf and you will be able to reconcile it there.
On the DotGolf home page, you will see a notification like this:
