Overview

When you click on a credit note in the Documents Document List, Tree or Search results, the details are displayed in the adjoining panel as shown below:

Details displayed include the following:

        The document type and number

        To - the buying organisation to which you will send (or have sent) the document.

        Dated - The stated date of the document

        Raised - The date & time that the document was raised.

        Excl.Tax - The total value of the document excluding tax and the currency of the document.

        Total - The total value of the document including tax and the currency of the document.

        Related To - Any document from which this document was derived or which is derived

       from this document. Clicking on the document number will cause the display to switch to that document.

        Comments - Any comments, notes and remarks associated with this document.

        Status fields:

               Sent Whether or not you have sent the document to the buying organisation.

        Status icons:

                Usually, you need to take some action.

                You may need to take some action.

                Usually, you do not need to take further action.

From this page you can:

Click to view more details of the Credit Note the Credit Note View/Edit page

Click to view a printable representation of the Credit Note

Click to edit the Credit Note

Click to delete the Credit Note

Click to send / re-send the Credit Note to the buying organisation

If the Invoice has already been sent only the following options will be available:

Click to view more details of the Credit Note the Credit Note View/Edit page

Click to view a printable representation of the Credit Note

Click to send / re-send the Credit Note to the buying organisation