Access the Navigation Menu: Click on the "Burger Menu" to open the Navigation Menu.
Select the "Sales" Module: Choose the "Sales" module from the menu options.
Click on the "Credit Notes" Module: Navigate to the "Credit Notes" module within the Sales section.
Credit Note Listing Page: You will be directed to the Credit Note Listing Page.
Create a New Credit Note: On the top right corner, find the CTA (Call to Action) to create a new credit note.
Displayed Information on the Listing Page: The Credit Note Listing Page displays information such as customer name, credit note date, invoice number, status, amount, and action.
Sort Credit Notes: Sort credit notes based on customer name, status, date range, or credit note number.
Action Items Include Options to:
・View
・Add
・Apply to invoices
・Send by email
・Delete
For Open Credit Notes:
・You can view, add, apply to invoices, send by email, or delete.
For Applied Credit Notes:
・Options include viewing or sending by email.