Credit Calendar

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To display a different calendar month click on << to go to a previous month, >> to go to the next month.

 

Click on a highlighted day to see the details.

 

The sent column shows if the invoice has been sent (green tick) or is waiting to be send (yellow tick). If no symbol appears, no invoice has not been created.  The invoice column lists invoices linked to this credit note.  Click on invoice link to display the other original or recharge invoice.

 

Clicking on the credit ref opens up the Print Credit Note screen showing the complete invoice.  Click print credit note to print the credit note, click return to credit note tracking to go back to the previous screen.

 

Optionally change the search by criteria from credit date to creation date.