How to automate credit note creation

Automating credit note creation in CommBilling simplifies the refund process, saving time and ensuring consistent documentation for all refunds.

Here’s how to set up automatic credit note creation:

• Step 1 : Navigate to the Settings tab in CommBilling
  
  
• Step 2: Select General from the menu

• Step 3 : Scroll down to the Invoice and Credit Note Automation section
  
  
• Step 4 : To activate automated credit note creation, tick the relevant box for the automation settings you wish to enable.

Once activated, credit notes will be automatically generated according to the selected criteria.

With credit note automation enabled, CommBilling will automatically create a credit note each time a refund is processed, ensuring accurate and timely documentation without manual intervention.