Sending a Credit Note

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To send or re-send a Credit Note to the associated buying organisation:

 

Do-it Click DocumentSend

 

If this is the first time the document has been sent (the status will be managingcredit_sent_status) you will be greeted with the following page:

 

managingcredit_send_confirmatiob

 

To confirm the sending of the document:

 

Do-it Click DocumentSend or

 

Do-it to abort click back and go back to the previous page

 

Note: If you check the "In future, skip this confirmation stage for sending Credit Notes" box, you will no longer be presented with this page in which you confirm your request to send a credit note.

 

Re-sending a document

 

It is possible to send a sent Credit Note again.  You should do this only when the buying organisation requests it. If you have previously sent a credit note the confirmation page will appear as below:

 

managingcredit_resend_confirmation

 

To confirm the re-sending of the document:

 

Do-it Click DocumentSend or

 

Do-it to abort click back and go back to the previous page