The Credit Notes list features a complete list of credit notes including credits applied, paid and remaining values.
- Go to Accounts > Credit Notes.
- Credit Notes that are In Progress display. Use the status filter if you need to view credit notes in another status.
- Click a credit note number to open the credit note (first column) e.g. 4.
Click on a client or supplier name to display all credit notes for that client or supplier. This will give you a breakdown of credits applied and remaining credit available.
Business Units filter
If you have access to multiple Business Units, you will have an additional filter at the top of the screen to display further options. | |
Filter option | Description |
---|---|
This Business Unit Only | Only displays credit notes that are part of the selected business unit. |
Include Child Business Units |
Displays credit notes that are part of the selected business unit, as well as child business units. An additional Owner heading field will display. Show me |
Include All Business Units |
Displays credit notes for all business units. An additional Owner heading field will display. Show me |
Additional options
Search Credit Notes
Use the search option to search Credit Notes by Credit or Reference Number.
Create Credit Note
Click Create Credit to create a credit note, in the same way that Create > Credit Note works from the main menu.
Filtering Processed Credit Notes
When viewing processed credit notes, you'll have an additional date range filter. Use this to select a From and a To date, or, use one of the Quick Select options available, e.g. 'Previous Month'. | |