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