Credit Notes List
The Sales Credit Note List displays all credit notes created in the system, including both customer credit notes and journal-entry-based adjustments. This centralized dashboard allows you to filter, review, share, and manage all credit transactions efficiently.
Filters Section
Filters help you quickly locate specific credit note records based on various criteria:
- Reference: Enter a specific credit note reference number to find a particular transaction.
- Customer: Select a customer from the dropdown to view all credit notes associated with their account. You can also select "All Customers" to see total records.
- Date Range: Filter the list between specific "From" and "To" dates (e.g., 02/03/2023 - 02/03/2026).
- Salesman: View credit notes created by or assigned to a specific salesperson.
- Branch: Users can filter the list by a specific business branch. This filter is only visible if "Use Branches Only" is enabled in Setup -> Preference.
- Department: Users can filter the list by department. This filter is only visible if "Use Branches and Department" is enabled in Setup -> Preference.
- Zero Values: A checkbox to include or exclude transactions with zero value.
New Direct Credit Note
Located next to the filter system is the + New Direct Credit Note button. Clicking this button immediately opens the entry page to create a new customer credit note.
Credit Note Table
The table displays real-time data according to your applied filters:
- Type: Shows the transaction type, such as Customer Credit Note.
- Invoice: The credit note reference number. Clicking this reference opens the detailed View page of that credit note.
- Date: The official date the credit note was created.
- Customer: Displays the customer's name. Clicking the name opens the customer's detail view page.
- Branch: The branch under which the credit note was recorded.
- Amount: The total value of the credit note including taxes.
- Balance: The remaining amount that has not yet been allocated to an invoice.