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Sales

Credit Notes - Release for Approval

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 New.

   A Credit Note can only be released in the New status.

4. Click on the row of the Credit Note you with to release for approval.
5. Click on Release for Approval.

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

6. When you receive the Sales Credit Note - Release message to inform you that;
   • The credit note number CN[credit note number] has been released for authorisation successfully.
7. Click on OK.

You can now view the sales credit note in the Sales Credit Notes listing screen where the status is set to Released.