1		Getting Started
2		Installing
2.1		Requirements
2.2		Automated Installer
2.3		Microsoft Web Platform
2.4		Zip File
2.5		Scheduler Service
3		Upgrading
3.1		Upgrading Existing Installations
3.2		Upgrading 4.1.x to 4.2
3.3		Upgrading 4.0.x to 4.2
3.4		Upgrading 3.7.x to 4.2
3.5		Upgrading 3.6.x to 4.2
3.6		Upgrading 3.5.x to 4.2
3.7		Upgrading 3.1.x to 4.2
3.8		Upgrading 3.0.x to 4.2
3.9		Upgrading 3.0.0 to 4.2
3.10		Upgrading 2.2 to 4.2
3.11		Upgrading 2.1.x to 4.2
3.12		Upgrading 2.0.x to 4.2
3.13		Upgrading 1.9.1 to 4.2
3.14		Upgrading 1.9/1.9a/1.9b to 4.2
3.15		Upgrading 1.8.x to 4.2
3.16		Upgrading 1.7 to 4.2
3.17		Upgrading 1.6.3 to 4.2
4		Projects
4.1		Project Concepts
4.1.1		Grouping Projects
4.1.2		Components
4.1.3		Versions
4.1.4		Roadmap
4.1.5		Change Log
4.1.6		Dashboard
4.2		Project Customization
4.2.1		Project Settings
4.2.2		Single, Multiple Item Options
4.2.3		Item Type, Priority, Severity Options
4.2.4		Default Values
4.2.5		Components
4.2.6		Versions
4.2.7		Project Attributes
4.2.8		Which Fields Are Displayed?
5		Item Management
5.1		Overview
5.2		Creating
5.3		Editing
5.4		Viewing
5.5		Visibility
5.6		Custom Fields
5.7		Comments
5.8		Hierarchy
5.9		Links
5.10		Recurrence
5.11		Estimates & Time Logs
5.12		Source Control Links
5.13		Audit Trails
5.14		Workflow
5.15		Filter Items
5.15.1		Using the Filter
5.15.2		Saving and Reusing Filters
5.15.3		Cross Project Roll-ups
5.16		Patterns
6		Planning Board
7		Time Management
7.1		Time Reports
7.2		Recording Time
8		Notifications
8.1		Project Alerts
8.2		Item Watchers
9		Test Management
9.1		Approach
9.2		Plans
9.3		Cases
9.4		Runs
9.5		Traceability
9.6		Filtering
10		Management
10.1		Administration
10.1.1		General Configuration
10.1.2		SMTP and Notifications
10.1.3		Projects
10.1.4		Custom Fields
10.1.5		Item Management
10.1.6		Test Management
10.1.7		Licensing
10.2		Users & Security
10.2.1		User Management
10.2.2		Global and Project Groups
10.2.3		Working with Global Groups
10.2.4		Working with Project Groups
10.2.5		Available Permissions
10.2.6		Project Resources
10.2.7		Assigning Permissions to Projects
10.2.8		Windows Authentication
10.2.9		Active Directory Integration
11		Using Add-on Products
11.1		Visual Studio 2008/2010
11.2		Gemini Desktop
11.3		Microsoft Outlook
11.4		Converse
11.4.1		Installation
11.4.2		Core Mailbox Setup
11.4.3		Selecting Emails to Process
11.4.4		Manipulating Email Content
11.4.5		Outbound Notifications
11.4.6		Project Mapping
11.5		SimplyFi
11.5.1		Introduction
11.5.2		Key Features
11.5.3		Licensing
11.5.4		SimplyFi Concepts
11.5.5		Clients
11.5.6		Contacts
11.5.7		Documents
11.5.8		Payments
11.5.9		Stock Items
11.5.10		Payment Terms
11.5.11		Document Templates
11.5.12		Email Templates
11.5.13		Reminders
11.5.14		Resource Costs
11.5.15		Project Costs
11.5.16		Initial Configuration
11.5.17		Administration
11.5.18		General
11.5.19		Stock Items
11.5.20		Cost Categories
11.5.21		Resource Costs
11.5.22		Project Costs
11.5.23		Document Templates
11.5.24		Statement Templates
11.5.25		Email Templates
11.5.26		Reminders
11.5.27		Currencies
11.5.28		FX Rates (Foreign Exchange)
11.5.29		Tax Codes
11.5.30		Payment Terms
11.5.31		Client Custom Fields
11.5.32		Localisation
11.5.33		Clients and Contacts
11.5.34		Clients
11.5.35		Contacts
11.5.36		Searching Clients
11.5.37		Adding a Client
11.5.38		Editing a Client
11.5.39		Deleting a Client
11.5.40		Searching Contacts
11.5.41		Adding a Contact to an Existing Client
11.5.42		Editing an Existing Contact
11.5.43		Deleting an existing Contact
11.5.44		Contact Groups
11.5.45		Documents
11.5.46		Invoices
11.5.47		Searching Invoices
11.5.48		Quotes
11.5.49		Creating and Editing Invoices
11.5.50		Searching Quotes
11.5.51		Credit Notes
11.5.52		Creating and Editing Quotes
11.5.53		Searching Credit Notes
11.5.54		Recurring Invoices
11.5.55		Creating and Editing Credit Notes
11.5.56		Searching Recurring Invoices
11.5.57		Creating and Editing Recurring Invoices
11.5.58		Document Numbers
11.5.59		Payments
11.5.60		Searching Payments
11.5.61		Logging a new payment
11.5.62		Editing Payments
11.5.63		Reports
11.5.64		Age Analysis
11.5.65		Reconciliation Report (Recon Report)
11.5.66		Debt Report
11.5.67		Tax Report
11.5.68		Finance Summary Panels
11.5.69		Import
11.5.70		Clients
11.5.71		Invoices
11.5.72		Payments
11.5.73		Dashboard
11.5.74		Support
11.5.75		Reference
11.5.76		Windows Localisation Codes
11.5.77		Supported Currencies
11.5.78		Icon Reference
11.5.79		Additional Resources
12		API
12.1		Introduction
12.2		Enabling API support
12.3		Authentication
12.4		Response Formats
12.5		.NET Quick-start
12.6		Schema Reference
12.7		Administration API
12.8		Alerts API
12.9		Custom Fields API
12.10		Groups API
12.11		Items API
12.12		Projects API
12.13		Users API
12.14		Testing API
13		User Profile

202 documents found.

There are a number of ways to generate a new Credit Note.

First, click the “Add” link on the Search Credit Note page.

Alternatively, select the Gemini Items you would like to credit from the list of Items in your Project and click the “Invoice Selected Items” link below the grid.

From the popup, select what you would like to credit and specify the Quantity and Price.  Be sure to select the “New Credit Note” option from the “Document Type” drop down.

Click “Save” to create the new Credit Note and move to edit mode of the Credit Note.

When editing a Credit Note, you will note there are five distinct content areas on the Edit Credit Note page.

First, the Client and Contact section; this is the Client Company for whom the Document will be issued, and the Contact Person for whose attention the Document should be made out to.

Next, the “Copy To” section allows you to specify a Gemini User or Email Address that this Document should be sent to. Note that any notifications (Reminders) for this Document will also be sent to the Gemini User, or Email Address specified here. Multiple emails can be added as a comma separated list.

The Credit Note Details section allows you to specify the detail for this Document.

• Credit Note Date is the issue date for the Document.
• Currency is the Credit Note Currency
• Template defines the layout of the printed or PDF version of this Document. Template also determines the “Prefix” of the Document (e.g. “-01-“ in the screenshot above)
• Number is the Document Number. (See Document Numbers section (6.5)  for more information)
• Status is the current status of this Document.
• Applicable Document provides a way to link the Credit Note to an existing Invoice to track the credit against the original Invoice issued to the Client that this credit is being issued against.

Next, add Detail Items to your Credit Note.

Click the “Add” link highlighted above to add additional detail to your Credit Note.

• Stock Items are quick selectors for setting Price and Description on the Credit Note Line Item.
• Track against links the applicable Project, Component, Version or Item to the Credit Note Line Item (Optional).
• Description is a description to appear on your Credit Note.
• Price and Quantity define the subtotal for this Line Item.
• Tax Codes can be set for the applicable Credit Note Line Item. Tax Codes available on the Credit Note Add/Edit page will depend on the Effective Date of the Tax Code, and also whether the selected Client Contact has any Tax Codes linked. Tax Codes will automatically adjust to the applicable or available Tax Codes based on the Document date or linked Contact Tax Codes.
  
  

Use the icons on the right to set the display order for your Credit Note Line Items.

The Totals panel shows the Subtotal, Tax Totals (for each Tax Code set on your Credit Note Line Items), Payment Total (if there are any Payments logged against this Invoice) and the Invoice Grand Total.

Finally, the Notes section is for recording notes against a Document for administrators to view. Notes do NOT appear on printed or PDF documents.

To edit an existing Credit Note, click the edit icon  in the list of Credit Note search results. By default SimplyFi will not allow you to edit Documents in an issued (or above) status. This is to prevent changes being made to Documents that have already been sent to a Client.  You can override this if you absolutely have to, by editing the “Allow issued document edit” permission in the General settings of SimplyFi.