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Issue a Credit Note against a Job Card


A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or labour is disputed by the client. In Assetminder, credit notes can be issued against sales orders and job cards. This procedure outlines how to issue a credit note against a job card.


1. The first step is to locate the job card to issue the credit against. Click Job Cards on the home page

2. Credit notes can only be issued against work already done. Search pending or closed jobs for the job card to which the credit will be issued 

3. Click the View Page icon in the Job Card Summary tile

4. The job card overview page summarizes the work done and parts used on the job card. Click Activate Credit Note on the top right-hand side

5. Clicking Activate credit note creates the credit note record in the system. By default, the system will credit the full amount for the repair. On the credit note preview, click the View Page icon opposite labour or parts to modify the credit amount

6. In this case, a credit is issued against the labour. In the pop-up window, the credit amount by default is for the full amount

7. Adjust the credit amount and verify the credit total. Click Save when done

8. Repeat the process to adjust the credit against the parts. Remember, the credit note defaults to 100% so revert the credit to zero if no credit is issued against the parts. Click Sign off & Close when done

9. Click Yes to confirm

10. On the invoice, click print or email to send the invoice to the client

11. If email is chosen, verify the email addresses and/or add additional emails by clicking the Add icon. Click Send Email when done

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  1. Conor Gibson

  2. Posted
  3. Updated