Managing Credit Notes
Use Filter Views and Custom Views to display the credit notes of your choice.
By using the available filters, you can filter the credit notes based on your preferences. Click the All Credit Notes dropdown on the top-left corner to choose the filter of your preference.
|All||All your credit notes will be listed.|
|Draft||Credit Notes that are in the draft status will be listed.|
|Pending Approval||Credit Notes that are yet to be approved will be listed.|
|Approved||Approved Credit Notes will be listed.|
|Open||Credit Notes that are in Open status will be listed.|
|Closed||Credit notes that were applied to invoices or refunded fully will be listed.|
|Void||Credit Notes that were voided will be listed. You can void a credit note if you have created it by mistake but still choose to have it in the system for reference. The voided credit note will not affect the accounts and reports.|
Set a criteria and the system will list the credit notes accordingly.
- Click the All Credit Notes filter on the top-left corner and click + New Custom View.
- Provide a name, define a criteria for the filter and choose the columns to be displayed when the custom view is applied. You can also choose if other users can view and use this custom view or only you can use it.
- Click Save.