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Account Credit Notes Screen

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Last verified with: 10.8.6.0

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

Overview #

This screen is used to review, generate, view, deliver, and delete credit notes on the account. A credit note groups one or more eligible credits into a rendered document that can be reviewed internally or delivered to a contact.

The screen is primarily a document-management area. Once a credit note has been created, the main screen shows the delivery details and the credits attached to that note. Delivery and deletion options depend on the state of the selected credit note.

Credit Notes Panel #

The Credit Notes panel on the left lists the credit notes that exist on the account. Select a credit note in this panel to review its details on the right.

Actions #

IconDescription
Allows you to view a rendered credit note in a new tab/window
Opens the deliver-credit-note dialog for the selected credit note
Deletes the selected credit note when it is still eligible for deletion
Opens the generate-credit-note dialog so a new credit note can be created

Edit Credit Note Panel #

The panel on the right displays the details for the selected credit note.

Fields #

  • Delivery Type: Shows how the credit note was delivered, such as email or offline delivery.
  • Date Delivered: Shows the date the credit note was delivered.
  • Description: Displays the description stored on the credit note.

Credits Tab #

The Credits tab lists the credits attached to the selected credit note.

For each attached credit, the list shows details such as:

  • Credit ID: The identifier of the credit attached to the credit note.
  • Credit Date: The date the credit was created or recorded.
  • Posting Date: The posting date used for accounting and financial-period recognition of the credit.
  • Issued Invoice: The invoice associated with the credit, if the credit has already been issued to an invoice. If no invoice is associated, the list shows that the credit has not been issued.
  • Created By: The user who created the credit.
  • Quantity: The quantity value used on the credit. This acts as the multiplier behind the credited amount.
  • Amount: The unit credit amount shown for the credit.
  • Tax: The tax amount associated with the credit.

Guides #

Adding Credit Notes To The Account #

  1. In the Credit Notes panel, click Add.
  2. In the generate dialog, enter the Date for the credit note.
  3. Select the Template that should be used to render the credit note.
  4. Enter an optional Description.
  5. In the credit-selection list, select the credits that should be attached to the credit note.
  6. Generate the credit note.

Viewing Credit Notes #

  1. In the Credit Notes panel, select the credit note you want to review.
  2. Click View.
  3. Review the rendered credit-note document.

Delivering Credit Notes #

  1. In the Credit Notes panel, select the credit note you want to deliver.
  2. Click Deliver.
  3. Select the Delivery Type.
  4. If email delivery is being used, select the Contact and Template to use for the email delivery process.
  5. If an offline or manual delivery date should be recorded, enter the Date.
  6. Complete the delivery.

Deleting Credit Notes #

Only credit notes that are still eligible for deletion can be deleted.

  1. In the Credit Notes panel, select the credit note you want to remove.
  2. Click Delete.
  3. Confirm the deletion when prompted.

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