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Sales

Credit Notes - Place on Hold

Ribbon Access:   Sales   >   Credit Notes

  1. The Sales Credit Notes listing screen will be displayed.
  2. Select the Site the credit note was created in.
    • The example has Durban selected.
  3. Set the Status to Released.
  4. Click on the row of the Credit Note you with to release for approval.
  5. Click on Remove from Approval.

Short cut key: Right click to display the All groups menu list. Click on Remove.

  1. When you receive the Sales Credit Note - Hold message to inform you that;
    • The credit note number CN[credit note number] has been placed on hold successfully.
  2. Click on OK.

The selected credit note can now be viewed on the Sales Credit Notes listing screen where the Status has been set to New.