Credit Tracking

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This screen will track the current status of your credit notes.

 

Select what you wish to search for (ISBN, SAN, etc.) from the drop down boxes, enter a value in the corresponding field, select the month or months to search or key in a specific date dd/mm/yy, and click the Search button to call up all credit  notes matching your criteria.

 

If both search boxes are used the search will return only results that match both criteria.

 

All credit notes matching the entered criteria will now be displayed on the screen. They can be sorted by clicking on any of the column headers.

 

Alternatively, use search by calendar to display a monthly calendar which highlights the days when credit notes were created.

 

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.