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View credit notes

Admin

Access the paginated list of credit notes generated by refunds. Read only.

Presentation

A credit note is an accounting document automatically issued when a sale is refunded. It attests the reduction of the claim against the customer and is mandatory for accounting.

This screen is read-only: credit notes are generated by the system and cannot be manually modified.

Access

Dashboard > Finance section > 'Credit notes' tile. Required permission: sales.refund.

Interface description

  • Credit notes list: Paginated list with infinite scroll. Each row shows: credit note number, amount, currency, reason and date. Sorted in reverse chronological order (most recent at top).
  • Filters: Filter by period (start date / end date). Filtering by associated sale is available if provided.

Step-by-step procedure

  1. Action: Open the dashboard and tap 'Credit notes' in the Finance section. Result: The credit notes list appears, most recent at top.
  2. Action: Scroll down to load older credit notes (automatic pagination). Result: The next credit notes load automatically.
  3. Action: Use the date filters to restrict the displayed period. Result: Only credit notes from the chosen period are displayed.

Examples

[Simple] Check credit notes for the current month: Open credit notes, filter from the 1st to the 30th of the month. The list shows all refunds for the period with their amounts.

Edge cases

If no refund has been processed yet, the list is empty. This is normal.

Error messages

Loading error.
Cause: Network connection lost or server unavailable. Solution: Tap Retry.

Tips

  • Export credit notes via accounting reports for your tax declarations.