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Find out how to create and send a/an Credit Note Details Printout |
What does this section cover?
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What is Credit Note Details Printout?
Credit Note Details Printout displays all the information of a Credit Note. The printout is available through the Credit Notes data entry page.
Validations & Restrictions
| Action | Validations |
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| CREATING |
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Header Information of Credit Note Details Printout
The following information can be found at the top of the printout.
Name | Description |
|---|---|
| Name | The Account Owner's name |
| Issue Date | The Invoice's Issue Date |
| Posted Date | The Invoice's Posted Date |
| Billing Address | The Account Owner's Accounts Receivable Billing Address |
Detailed Information of Credit Note Details Printout
The following information is the information provided within the printout. If multiple records exist within the printout, then the following information is available for every record
Name | Description |
|---|---|
| Description | The Description of the product which was credited through the specified credit note. If no description exists, then the Printout includes the Product's Code |
| Net Amount | The Net amount that the Product was credited in the credit note |
| VAT Amount | The VAT amount that the Product was credited in the credit note |
| VAT % | The VAT % for this credit note line |
| Discount Amount | The Discount amount provided |
| Discount % | The Discount % |
| Sub-Total | The credit note line's total amount |
Summary Information of Credit Note Details Printout
The following information can be found at the bottom of the printout
Name | Description |
|---|---|
| Net Amount | The Total Net amount of all credit note lines |
| VAT Amount | The Total VAT amount of all credit note lines |
| Total Amount | The credit note' Total Amount |
Extracting Credit Note Details Printout
Navigate to FINANCE > FINANCIAL TRANSACTIONS > MANAGE FINANCIAL TRANSACTIONS
Search for the Credit Note that you would like to create a printout for
Click on the number/name of the record you would like to access, to go to the Data Entry page
From the Action Menu click on PRINTOUTS
Select any of the available formats to extract the printout out of the following:
- HTML
- XLS
- CSV
- RTF
- From the Action Menu click on PRINTOUTS > Credit Note Details
The printout is extracted and downloaded with the specified format.
Sending Credit Note Details via Email
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