Overview
Credit notes represent refunds, adjustments, or credits applied to your account. Owner and Finance users can easily access and review all credit note details through the billing section, including status updates, amounts, and downloadable documents.
Accessing Your Credit Notes
Navigate to Credit Notes
Log into your account
Click on Billing in the left navigation menu
Click on the Credit note tab
Understanding the Credit Note Table
Your credit note list displays:
Credit Note No. - Unique identifier for each credit note
Status - Current status (Refunded, Adjusted)
Issued On - Date the credit note was created
Amount - Credit note value
Actions - Available actions for each credit note
Viewing Credit Note Details
Option 1: View Credit Note Pop-up
Click on any Credit Note No. in the table
A pop-up window will display the complete credit note details
Review the credit amount, reason for credit, and application details
Close the pop-up when finished
Option 2: Download Credit Note
Locate the credit note you want to download
Click the download icon in the Actions column
The credit note PDF will be saved to your device
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