Approve Credit Notes in Link4 (Xero Users)
Credit Note (XERO) approval process in Link4
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.
The credit note page
The credit notes that are not yet approved will have pink background
The credit notes that has invoices approved and assigned to them will have green background
: if the credit notes are not sent to accounting software
: if the credit notes are delivered to accounting software
: if the credit notes are not approved
: if the invoice has not been assigned and approved to this credit note
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.
To approve an invoice, please follow the following steps
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.
Chose a different invoice to assign this credit note
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
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 .
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