The Credit Notes page displays all created credit notes. Here, you can edit the data in the table and filter credit notes by various criteria.
Filters on the Credit Notes page
All created credit notes can be filtered by the following criteria:
By period — this filter displays credit notes created within the selected time frame. This can be a specific day, week, month, or any custom period.
By Issuance Date — displays credit notes by the date they were issued in the system, regardless of when they were issued to the client.
By Expiration Date — this filter helps you find credit notes whose validity period falls within the selected time interval. This is useful for tracking invoices that will soon expire.
By status — allows you to filter credit notes by their current status.
By legal entity — allows you to filter credit notes in the table by the legal entity specified in them.
By client – allows you to find credit notes that were issued to a specific client. This is useful for reviewing the history of transactions with a particular individual or company.
By payer – used when a credit note is issued to one client but payment is made by another individual or organization. The filter helps you find credit notes by a specific payer.
By manager — allows you to select credit notes that were created or issued by a specific manager. This is useful for analyzing the performance of individual employees.
Table Settings on the Credit Notes Page
Using the table settings, you can choose which columns will be displayed in the credit notes table and remove unnecessary ones.