Access to the credit notes interface
Note
Credit notes can only be created for subscription invoices. A short guide on how to credit an invoice can be found here: Credit an invoice
In order to navigate to the credit notes list, click on Payments → Credit notes.
The Credit notes list will give an overview of all credit notes:
Table Columns of the credit notes list
Invoice | Every invoice created gets an invoice handle. You can find the invoice that corresponds to the credit note with this information. |
Customer | Customer handle attached to the credit note. |
Debtor ID | Debtor ID maintained at the customer |
Subscription | Subscription handle attached to the invoice |
Amount | The total amount on the credit note |
Accounting No. | The credit note's accounting number. This can be configured under Configuration > Invoices. |
Created | The date and timestamp when the credit note was created |
Cost center | maintained at corresponding subscription for accounting |
PO number | maintained at the corresponding subscription for accounting |
File Type | PDF or PDF+XML if e-invoicing is activated |
You can also download the credit note as PDF by click on the
icon.
Note
PDF download of credit notes is only available if you have enabled the creation of invoice PDFs.
Filter the list and manage columns
You can adjust the view of the list by adding or hiding relevant/irrelevant columns as you see fit:
Click on the
icon.Add or hide certain columns by using the slider.
You can add filters you need regularly.
Click on the
icon.Add or remove certain filters by using the slider.
Click into the filter to either type into or select from the drop-down list.
Credit Notes Detail View
Clicking on a credit note in the list, the detail view opens and more information on the credit note can be viewed.
