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When this configuration is enabled, the credit note will sit alongside its associated invoice (rather than before it), making it easier to identify which invoice any credit notes have been raised against
From tenancy: In Accounts Functions panel, expand Invoicing section and select Credit Note Select unpaid invoice to credit against and enter the amount to credit (as usual), click Next  Image ModifiedEnter details for the credit note
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, and ), click Finish  Image Modified
From tenancy: In Accounts Functions panel, click View Transactions  Image ModifiedThe credit note, raised on 28/05/2024, is automatically given the same date as the invoice it has been credited against (27/06/2024)
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The other credit shown above with the date 28/05/2024 was applied with this configuration option disabled - meaning that the date the credit was raised was applied, rather than the associated invoice date (27/07/2024) |
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| Filter by label (Content by label) |
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| showLabels | false |
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| max | 8 |
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| maxCheckbox | false |
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| sort | modified |
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| showSpace | false |
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| reverse | true |
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| cql | label = "creditnotes" |
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