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Account Credit Notes

Last Updated: Dec 01, 2020

Account Credit Notes are viewed in Account / Billing / Credit Notes

Overview

From this screen you can view, create, download and deliver credit notes to account contacts.

Credit Notes Panel

The Credit Notes panel towards the left of this screen shows credit notes that have been created on the account and credit note details. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Downloads the selected credit note as a pdf

Delivers the credit note to an account contact by email or marks the note as delivered offline

Deletes the selected credit note

Adds a new credit note to the account

Edit Credit Note Panel

The information in this panel reflects the currently selected credit note. From here you can view credit note details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Credit Note Fields:

  • Delivery Type: auto-populated, read-only field that is set to either 'Offline' or 'Email' during the credit note delivery process

  • Date Delivered: auto-populated, read-only field set to the offline delivery date selected/email delivery date during the credit note delivery process

  • Description: an optional description that indicates what the credit note relates to (i.e. what the credit(s) in the note are for)

Credits tab

This tab displays credits that are attached to the credit note and details on each credit attached.