You can refine the contents of this list by using the interactive filter controls below the main button bar. 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 notes selection to a specific customer.Select (available only from the New Credit Note and Invoices List windows)
Apply the selected credit note toward a customers account (if coming from the invoices list), or select it as the draft credit note (if coming from the new credit note window).New (if available)
Click this button to create a new credit note.Delete (if available)
To delete credit notes, select the credit note(s) you wish to remove from the list, and click this button.Edit (if available)
Click this button to edit the currently selected credit note. This only applies to one credit note at a time. Editing is not allowed to already applied credit notes.Apply (if available)
Click this button to apply the currently selected credit note towards an existing invoice.Undo Credit (if available)
Click this button to undo the credit applied to invoices from the selected credit note.Find Credit Note
Use this dialog box to search for a desired Credit Note in the list. You can search by Date, Credit Note id number, Invoice id number or Customer.Find Next Credit Note
The commands Find Credit Note and Find Next Credit Note work together. The Option to use Find Next Credit Note appears after you use Find Credit Note. Find Next Credit Note Will find the next Credit Note with the same search criteria you entered in Find Credit Note.
When using Find Next Credit Note, after you have scrolled through all Credit Notes with matching search criteria from Find Credit Note, A pop-up window will notify that "No more credit notes matching '(SEARCH CRITERIA)' could be found."
Note: If you delete the search criteria from the text box in Find Credit Note and click OK, a pop-up window will notify "No matching '' could be found.". The Find Next Credit Note function will now be grayed out and unselectable. The Find Next Credit Note function will be available again after you use Find Credit Note.Preview
Click this button to see how the credit note will appear when printed, saved as a PDF document, or emailed to a customer.Print
Click this button to print the currently selected credit note(s).Email
Use this button to send one or more selected credit note(s) as a PDF document to a recipient via email. You will asked to provide an email address.Fax
Use this button to send one or more selected credit note(s) to a recipient via fax. You will asked to provide a fax number.Save
Click this button to save the currently selected credit note(s) as a PDF file on your computer.