Credit Notes Overview

Credit Notes are a payment method in accessplanit to balance out invoices for Delegates who may have cancelled themselves off a Course and have been refunded.

To learn how to use Credit Notes, click here.

Where to find Credit Notes

To find a Credit Note, navigate to the Credit Notes option in the Finance menu.

Credit Note Generation

For delegates and placeholders that are transferred or cancelled using the wizards, from the Delegate Maintenance area, credit notes are automatically generated to write off or part-pay the related invoices.

You can also manually create credit notes either by using the Generate Credit Notes generator from the menu above, or by right-clicking on the delegate they wish to credit and selecting Generate Credit Note.

You can find more about how to do this here.

Credit Note Statuses

Credit Notes will have one of the below statuses:

Cancelled
A Cancelled Credit Note has been cancelled manually within the platform.

Completed
Completed Credit Notes have been used against an invoice.

Outstanding
An Outstanding Credit Note hasn't been against an invoice.

Part-Completed
Part-Completed Credit Notes have been partly-used against an invoice.

Creation Source

If you find a Credit Note that you're unsure about the origin of, you can use the Creation Source field to determine this, as well as the Source ID. Below is what each of the Creation Source options mean:

Manual/Unknown

This means the Credit Note was created manually, either by using the Credit Note Generator, or by right-clicking on a delegate and selecting Generate Credit Note.

Refund

If a transaction is refunded and a Credit Note is automatically created to replace this, the Credit Note will have 'Refund' as the Creation Source.

Transfer

When a delegate is transferred or cancelled using the Transfer/Cancellation wizards, the Credit Note that is automatically created from this will have 'Transfer' as the Creation Source.

Write Off

If an invoice is manually cancelled, the Credit Note that is automatically created from this will have 'Write Off' as the Creation Source.