Managing Completed Credit Notes

Once you have finished processing a credit note, you can hold the credit note to save it for later changes, print the credit note to process it, print a credit claim form for authorisation, batch print all credit notes, or delete a credit note. These options are available under the FILE menu on the Credit Creation screen.

Complete the credit note by performing one of the following actions:

• print and process the credit note - refer to "Credit Creation - File - Print"
• hold the credit note (for later changes) - refer to "Credit Creation - File - Hold"
• print a credit claim form to be authorised before the credit note is processed - refer to "Credit Creation - File - Print Credit Claim"
• post the credit note to a batch for later batch printing - refer to "Credit Creation - File - Batch Print"
• cancel the credit note - refer to "Credit Creation - File - Delete".