Credit Notes:
Credit notes dashboard comprises of two features mainly,
1. Summary
2. Filter
These provide a general overview of the credit notes status of a business.
1.Credit notes summary:
Credit notes summary is of two types,
1.1 Progress
1.2 Circle
The above types provides the information below:
Total credit notes Amount: Total amount of credit notes to be refunded.
Closed: Sum of all the credit notes that are yet to be refunded.
Open: Sum of credit notes that are refunded to the customer .
By clicking on Closed credit notes, all the refunded credit notes are filtered. Similarly for remaining open credit notes.
1.1 Progress type summary:
This summary gives the data in figures ( currency ) and credit notes count.
These can again be filtered based on currency ( like USD, INR, Dinar etc). This allows fetching of all the credit notes either open or closed with that particular currency
This is for Progress type summary,
1.2 Circle type summary:
This summary gives the data in percentage ( credit notes) and amount of all the credit notes.
2. Filter /Custom filter:
Credit notes filter allows us to filter the credit notes by entering the required type in the fields.
These fields are,
2.1 Date: These are the options available in the date filter.
2.1.2 Today,
2.1.3 Yesterday
2.1.4 Last 7 days
2.1.5 Last 30 days
2.1.6 This Month
2.1.7 Last Month
2.1.8 This Year
2.1.9 Last Year
2.1.10 All time
2.1.11 Custom Range – Specific dates can be given.
2.2 Type: These are of 3 types.
2.2.1 Created date
2.2.2 Credit notes date
2.3 Credit Notes Status: This shows the credit notes status.
2.3.1 Open
2.3.2 Closed
2.4 Currency: Filters based on Currency.
2.4.1 USD
2.4.2 INR
2.5 Customer: Allows to filter based on customer name.
Add New Credit notes:
To Add new credits notes go to Sales -> Credits notes and click on the button Add new credits notes.
The Credits notes creation page is shows as follows:
Customer: Select the relevant Customer from the Customer list.
Currency: In this field, the data is filled by default based on the customer’s currency.
Credits notes Status: Credits notes status field allows the admin whether to Published/Draft the Credits notes to the customer. If the Credits notes status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.
Credit Status: Whether the refund is completed or not.
Address and Delivery Address: Customer’s addresses are given in these fields, in order to refund the Credits notes.
Credits notes No: This number is automatically generated by default and can be assigned manually.
Title: Entity that defines the name of Credits notes.
Credits notes Prefix/Quantity: This prefix is set to a default value from Credits notes Settings.
Reference: It refers to a particular Credits notes.
Payment methods: Select the payment methods you want your customer to pay with. All enabled payment methods will be presented to the client as options so that they can choose the payment method of their choice.
Additional Tax/Discount: Additional Percentage/value sum ups to Total Credits notes amount.
Additional Tax/Discount Format: Tax/Discount will be added after/before the product was bought.
- Item/Product: This is the name of the item you are billing for. You can either enter the details manually, or start typing and pick the items.
- Quantity: The number of units being charged.
- Unit Price: The amount you charge per unit of items.
- Tax Rate: To apply tax to the item, click on the Tax field and select the relevant tax from the drop-down list.
- Discount: This is the discount percentage/value you need to apply for the particular item.
- Description: Add more information about the item. This will help the customer better understand the job completed, and is also useful for your own reference
The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules.to add directly from here to those respective modules.