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Creating and Sending Credit Note Details Printout

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Table of Contents

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:

  1. PDF
  2. HTML
  3. XLS
  4. CSV
  5. RTF

 

Creating and Sending Credit Note Details Printout

Validations & Restrictions Table

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 /wiki/spaces/WIP/pages/10008276

Header Information of the Credit Note Details Printout

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

Name
Description
NameThe name of the owner of the Accounts Receivable
Issue DateThe date on which the Credit Note was issued
Posted DateThe date on which the Credit Note was Posted
Billing AddressThe 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
DescriptionThe 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 AmountThe net amount that the Product was credited in the Credit Note.
VAT AmountThe 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 AmountThe 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-TotalThe 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 AmountThe Total Net amount of all Credit Note lines
VAT AmountThe Total VAT amount of all Credit Note lines
Total AmountThe Credit Note's Total Amount
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