Skip to main content

How to Synchronize / Import Credit Notes

Prerequisites​

  • The credit note must already exist in OfficeGest

Steps to Follow​

1. Access the Documents Page (Clients Management Menu)​

To access this page, click Clients Management > Documents in the side menu.

2. Click the Credit Notes Tab​

Within the Documents page, click the Credit Notes tab.

3. Click the Actions Button​

Inside the Credit Notes tab, click the Actions button.

4. Click the Synchronize Option​

After clicking the Actions button, click Synchronize.