Approve Credit Notes in Link4 (Xero Users)

Approve Credit Notes in Link4 (Xero Users)


Credit Note (XERO) approval process in Link4

 

  1.  To access Credit Notes 

 

The users can get list of all the credit notes sent to them by their suppliers by clicking the Credit Notes menu as show in the image below.

 

 

  1. The credit note page 

    1. The credit notes that are not yet approved will have pink background  

    2. The credit notes that has invoices approved and assigned to them will have green background  

    1. Status 

      1. : if the credit notes are not sent to accounting software

      2. : if the credit notes are delivered to accounting software

    2.  Action

      1. : if the credit notes are not approved

      2. : if the invoice has not been assigned and approved to this credit note

  1.  To assign a Credit Notes  to an invoice

 

The user can select the invoice that they want the credit note to be applied. The application will not allow the user to assign a credit note to an invoice that has not been approved yet.

 

  1. To approve an invoice, please follow the following steps

    1. Click   to access the invoice that you want to approve and assign this credit note to. It will show you the following page where you can approve the invoice.

  1. Chose a different invoice to assign this credit note

    1. You can select a different invoice that has already been approved in your accounting software to assign this credit note. The list of the invoices can be accessed from the drop down shown in the page below

 

     

 

  1.  Approving the credit note

 

Once the invoices has been approved and linked with the credit note, the user can proceed to approve the credit note by clicking   button. This will take you to the following page where you can verify and confirm by clicking .