Viewing sales credit notes

This list shows the outgoing credit notes of the active administration. You need access to the administration and an active Billnado licence.

Data and statuses

Column	Meaning
Number	The credit note number. A draft does not yet have a final number.
Customer	The customer for whom the credit note was prepared.
Price excl.	The total excluding VAT.
Price incl.	The total including VAT.
Date	The credit note date.
Status	The current state: Draft, Open, Partially paid or Paid.

Use the search box to narrow the results. You can sort by number, customer, both amounts and date. Show pro-formas determines whether draft credit notes are included. If the administration has several sales journals, select one at the bottom; All journals removes that restriction. Billnado remembers the search, sorting, draft filter and journal during the current browser session.

Actions for a credit note

Action	Result
Details	Opens all data and available follow-up actions.
View	Opens the available credit note PDF.
Delete	Opens a double confirmation and permanently deletes the credit note. This is available only for a draft.

Choose Create credit note to prepare a new draft. If the list is empty, clear the search, enable Show pro-formas when looking for drafts and check the selected journal.

Related documentation

• Creating a sales credit note
• Viewing and managing a sales credit note