Please note that: 1) in simPRO, a “credit note” has to be linked with an existing “receipt” (sample one). When EzzyBills processes a credit note, we will find the matching receipt in simPRO, and process the credit note to the receipt.
So in order for you to find the credit note in simPRO, either click the “SIMPRO” link in EzzyBills.
or click the matching receipt in simPRO and then click “Credits” tab
Please note that in simPRO, make sure the conditions below are met. Otherwise, the credit note exporting to simPRO will fail with a simPRO error.
- the matching receipt needs to be already in simPRO.
- Also, on the matching receipt, “Item Received” needs to be ticked.