Creating Credit Notes

Credits can be added to a Pet Owners account in a couple of ways.

When adding a payment:

• If the payment is larger than the invoice amount, or
• If the payment is not attached to an invoice

JungleChief will automatically detect the extra amount and ask:

'Do you want to create a credit?'

Simply select Yes, and the remaining amount will be saved as a credit on the owner's account.

If you have Xero integration enabled, the credit will automatically sync with Xero.