How to Add New Credit Note?
1. Go to Debtor > Credit Note
2. Click > Add button
3. Fill the data in blank (use dropdown button to choose object associated), then click > Save A/C button
4. After record has available in table, then click > Save button to confirm
5. Knockoff the associated record by tick the check box, when click > Save button to save completely. Finish
How to Edit Credit Note?
1. Go to Debtors > Knock Off Bill
2. Select a Debtor that want to edit, then click > Edit button
3. Tick the reverse column checkbox for record that want to edit, then click > Reverse button at bottom of window
4. Click > Yes button to confirm
5. Click > OK button to proceed
6. Go back to Debtors > Credit Note
7. Click > Edit button
8. Click > Edit button above the table
9. Edit/ change the data that you want, then click > Save A/C button to save and click > Save button after the record available in table
10. Tick the checkbox to Knock Off the associated records, then click > Save button to confirm. Finish
How to Delete Credit Note?
1. Go to Debtors > Credit Note
2. Click a record that want to delete, then click > Delete button
3. Click > Yes button
4. Click > OK button. Finish
How to View Ledger Credit Note?
1. Go to Debtor > Credit Note
2. Click a record that want to view from list, then click > View Ledger button
3. You can view the transaction record that has been made by Debtor. Finish
How to Print Credit Note?
1. Go to Debtors > Credit Note
2. Click > Print button
3. Click > dropdown button , select the associated view option, then click > OK button to proceed.
4. Click > Print button to print out the Credit Note
5. Click > Print button to proceed (adjust printer on your own setting). Finish
How to Preview Credit Note?
1. Go to Debtors > Credit Note
2. Click > Print button
3. Click > dropdown button , select the associated view option, then click > OK button to proceed.
4. Click > Preview button to preview the Credit Note
5. The actual output of Credit Note statement. Finish
(View Option > Details)
(View Option > Listing)
How to Export Credit Note to Excel?
1. Go to Debtors > Credit Note
2. Click > Print button
3. Click > dropdown button , select the associated view option, then click > OK button to proceed.
4. Click > Excel button to export the Credit Note
5. Click > Add button
6. Adjust the setting and information based on your setup, then click > Save button
7. Click > Yes button to confirm. Finish
How to Export Credit Note to Pdf?
1. Go to Debtors > Credit Note
2. Click > Print button
3. Click > dropdown button , select the associated view option, then click > OK button to proceed.
4. Click > PDF File button to export the Credit Note
5. Click > search logo to choose folder as place to export Credit Note to pdf (File Password, Send the file thru email > optional ), then click > OK button
6. Export Credit Note successful, click Yes /No button (optional). Finish
How to Customize Credit Note?
1. Go to Debtors > Credit Note
2. Click > Print button
3. Click > dropdown button , select the associated view option, then click > OK button to proceed.
4. Click > Customize button
5. You can custom the design you want based on the available tools. The default the element can be drag by click it
6. After completely custom, click > X (close window)
7. Click > Yes button to save customize Credit Note. Finish
How to Filter Credit Note?
1. Go to Debtors > Credit Note
2. Click > Filter button
3. Use dropdown button to choose the Debtor and other associated data, then click > OK to filter the credit records.
4. The filtered records will display here. Finish