Managing Credit Notes

Use Filter Views and Custom Views to display the credit notes of your choice.

Filter Views

By using the available filters, you can filter the credit notes based on your preferences. Click the All Credit Notes dropdown on the top-left corner to choose the filter of your preference. 

Options	Description
All	All your credit notes will be listed.
Draft	Credit Notes that are in the draft status will be listed.
Pending Approval	Credit Notes that are yet to be approved will be listed.
Approved	Approved Credit Notes will be listed.
Open	Credit Notes that are in Open status will be listed.
Closed	Credit notes that were applied to invoices or refunded fully will be listed.
Void	Credit Notes that were voided will be listed. You can void a credit note if you have created it by mistake but still choose to have it in the system for reference. The voided credit note will not affect the accounts and reports.

Custom Views

Set a criteria and the system will list the credit notes accordingly. 

• Click the All Credit Notes filter on the top-left corner and click + New Custom View.

• Provide a name, define a criteria for the filter and choose the columns to be displayed when the custom view is applied. You can also choose if other users can view and use this custom view or only you can use it.

• Click Save.