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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