How to View and Filter Your Credit Notes

Overview
Quickly locate any issued credit note by using the list view, search bar, and filters.

Steps

1. Navigate to Finance → Credit Note.

2. Use the Search box to type part of the credit-note number or client name.

3. Click Filters (top-right) to:

   • Filter by Status (e.g. Draft, Issued, Applied).

   • Filter by Date range or Client.

4. The table updates in real-time; click column headers (Date, Amount) to sort.

Tips

• Combine Client + Status filters to see all unapplied credit notes for a single client.

• Use the Show entries dropdown to increase page size for bulk review.

Troubleshooting / FAQs

• Q: No credit notes appear even though I’ve issued some.

  • A: Ensure your date filter covers the issuance dates; clear all filters and retry.

• Q: Search returns irrelevant results.

  • A: Make sure you’re searching by credit-note number (e.g. “CN#005”) or exact client name.