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Sales

Credit Notes - Approve Credit Note

Ribbon Access:   Sales   >   Credit Notes

  1. The Sales Credit Notes listing screen will be displayed.
  2. Select the Site where the credit note was created.
    • The example has Durban selected.
  3. Change the Status to Released.
  4. Click on the row of the credit note you wish to approve.
  5. Click on Approve Cr Note.

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

  1. When you receive the Input Validation message to confirm;
    • Are you sure you want to Approve cr note no. CN[credit note number]?
  2. Click on Yes to proceed with the approval process, or
    • Click on No to ignore the request and to return to the Sales Credit Notes listing screen.

  1. If you have selected Yes on the Input Validation screen, then you will receive the Credit Note Authorisation message to confirm that;
    • Authorisation for Credit Note No. CN[credit note number] has been successful.
  2. Click on OK.

The authorised credit note can now be viewed in the Sales Credit Note listing screen where the Status is set to Approved.