Use the Credit Notes List to manage your Express Accounts credit notes. To get here, click the View Credit Notes link in the web interface control panel. Here, you will see a list of all the credit notes Express Accounts has created.

You can refine the contents of this list by using the tabs at the top of the page to select Recorded, Draft, or All credit notes. You can use the 'Period' selector to filter the listed credit notes by date, and the 'Start' and 'End' date pickers can be used to fine tune the date period. The 'Customer' selector can also be used to further restrict the credit note selection to a specific customer. Click Update to filter the credit notes based on the criteria you selected.

Users with viewer-only privileges will be unable to add or delete credit notes.

Add New Credit Note

Click this button to create a new credit note.


Click the Edit icon to edit the associated credit note.


Allows you to save your Credit Note as a .pdf document.


Click the Delete icon to delete the associated credit note.