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Creating and Sending Credit Note Details Printout

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What does this section cover?

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

ActionValidations
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 Credit Note Details Printout

The following information can be found at the top of the printout.

Name
Description
NameThe Account Owner's name
Issue DateThe Invoice's Issue Date
Posted DateThe Invoice's Posted Date
Billing AddressThe 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
DescriptionThe 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 AmountThe Net amount that the Product was credited in the credit note
VAT AmountThe VAT amount that the Product was credited in the credit note
VAT %The VAT % for this credit note line
Discount AmountThe Discount amount provided
Discount %The Discount %
Sub-TotalThe credit note line's total amount

Summary Information of Accounts Receivable Balance Printout

The following information can be found at the bottom of the printout

Name
Description
Net AmountThe Total Net amount of all credit note lines
VAT AmountThe Total VAT amount of all credit note lines
Total AmountThe credit note' Total Amount

Extracting Credit Note Details Printout

  1. Navigate to FINANCE > FINANCIAL TRANSACTIONS > MANAGE FINANCIAL TRANSACTIONS

  2. Search for the Credit Note  that you would like to create a printout for

  3. Click on the number/name of the record you would like to access, to go to the Data Entry page

  4. From the Action Menu click on PRINTOUTS

  5. Select any of the available formats to extract the printout out of the following:

    1. PDF
    2. HTML
    3. XLS
    4. CSV
    5. RTF
    The format having the asterisk next to it, denotes the format which the printout will be extracted in.
    Printout Format
  6. From the Action Menu click on PRINTOUTS > Credit Note Details
    The printout is extracted and downloaded with the specified format.

Creating and Sending Credit Note Details Printout

Sending Credit Note Details via Email

  1. While in the Data Entry page of the entity click on PRINTOUTS > SEND VIA EMAIL from the Action Menu click 
    SENDING PRINTOUT VIA EMAIL
     

  2. Specify the required information
    1. Subject: Provide a subject in the free text area
    2. To Address: Select an address from the available email addresses
    3. Printout: From the drop down list select the Printout to be sent to customer

    4. Body: Provide information you would like to include to the email in the available text area. 
      You can use the Editor to format your body text accordingly 

      The customer is selected based on the Accounts Receivable of the selected entity. A list of the customer's email addresses is available. If the related customer has set only one address registered in the system, then that address will be automatically selected.

  3. Click on SUBMIT

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