How do I view over payment credit notes?

Updated on November 12, 2021 05:54AM by Admin

  • Log in and access the Credit Notes App from your universal navigation menu bar.
  • Click on the "By Type → Overpayment" tab located in the left navigation panel.
Credit Notes
 
  • You can view all Overpayment Credit Notes in the dashboard.
  • Click on the “More details(...)” icon under the Actions field to overview credit note information.
More Details
 
  • You will be redirected to the Overview page. You can edit the Credit note by clicking on the Edit icon near the field you would like to modify.
  • For instance: The User wants to edit the "Credit Date" field. Hence on clicking on the Edit icon near the Credit Date field, it can be modified.
Edit Icon
 
  • After modification, click on the Save button to update changes.
Credit Date
 

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