Access the menu of a contact's assets

Access the menu of a contact's assets

1. 1. Access to the Assets tab

  1. 1. 1. Go to your contact page

  2. 2. Click on the tabAssetsof the contact sheet


Note: If the tab does not work, you will need to convert the contact into a client (see the article "Turning a contact into a customer")

2. Presentation of the publisher proforma of a credit note

From the Assets tab of a contact, click the buttonAdd a credit noteto create a new credit note:


The following window opens:



To go further, see the following Help Center articles:
  2. Create a credit note to completely cancel a fee invoice
  3. Create a credit note to cancel a provision invoice
  4. Create a partial credit on a fee invoice
  5. Create a partial credit on a fully paid invoice