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Find out how Learn to create and send a /an Credit Note Details Printout |
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Table of Contents
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What is a Credit Note Details Printout?
A Credit Note Details Printout displays all the information of a printout provides information in the selected Credit Note. The printout is available through the Credit Notes data entry page.
The Printout can be extracted and printed in one of the formats below, or can be sent to the customer via email as a PDF attachment:
- HTML
- XLS
- CSV
- RTF
Validations & Restrictions Table
| Action | Validations |
|---|---|
| CREATING | Security Network restrictions are applicable (i.e. only records that can be accessed by the logged in user are retrieved) as explained in Understanding Network Entity Types |
Header Information of the Credit Note Details Printout
The following information can be found at the top of the printout.
Name | Description |
|---|---|
| Name | The Account Owner's namename of the owner of the Accounts Receivable |
| Issue Date | The Invoice's Issue Datedate on which the Credit Note was issued |
| Posted Date | The Invoice's Posted Datedate on which the Credit Note was Posted |
| Billing Address | The Account Owner's billing address of the owner of the Accounts Receivable Billing Address |
Detailed Information of the Credit Note Details Printout
The following information is the information provided within the printoutPrintout. If the Printout has multiple records exist within the printout, then the following information is will be available for every record separately.
Name | Description |
|---|---|
| Description | The Description description of the product which was Product(s) credited through the specified credit note. If Credit Note. If there is no description exists, then the Printout includes the Product's Codecode number is included instead. |
| Net Amount | The Net net amount that the Product was credited in the credit noteCredit Note. |
| VAT Amount | The amount of VAT amount that the Product was credited in the credit notecharged for the Product, derived by multiplying the Net Amount by the VAT percentage rate. |
| VAT % | The VAT % for this credit note linepercentage rate for this Credit Note line. |
| Discount Amount | The Discount amount providedamount reduced from the regular price of the Product. |
| Discount % | The Discount %percentage of the total amount that the reduction from the regular price of the Product represents. |
| Sub-Total | The credit note lineThe Credit Note line's total amountTotal. |
Summary Information
of Accounts Receivable Balance Printoutof the 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 linesall Credit Note lines |
| VAT Amount | The Total VAT amount of all credit note linesall Credit Note lines |
| Total Amount | The credit noteThe Credit Note' Total Amount |
Extracting Accounts Receivable 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
| s Total Amount |
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