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Learn to create and send a 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 provides information in the selected Credit Note.
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 name of the owner of the Accounts Receivable |
| Issue Date | The date on which the Credit Note was issued |
| Posted Date | The date on which the Credit Note was Posted |
| Billing Address | The billing address of the owner of the Accounts Receivable |
Detailed Information of the Credit Note Details Printout
The following information is provided within the Printout. If the Printout has multiple records, the information will be available for every record separately.
Name | Description |
|---|---|
| Description | The description of the Product(s) credited through the specified Credit Note. If there is no description, the Product's code number is included instead. |
| Net Amount | The net amount that the Product was credited in the Credit Note. |
| VAT Amount | The amount of VAT charged for the Product, derived by multiplying the Net Amount by the VAT percentage rate. |
| VAT % | The VAT percentage rate for this Credit Note line. |
| Discount Amount | The amount reduced from the regular price of the Product. |
| Discount % | The percentage of the total amount that the reduction from the regular price of the Product represents. |
| Sub-Total | The Credit Note line's Total. |
Summary Information of 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 lines |
| VAT Amount | The Total VAT amount of all Credit Note lines |
| Total Amount | The Credit Note's Total Amount |
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