Managing AR Credit Notes

AR Credit Notes tracks credits issued to customers—either against a specific invoice or at the customer level—so adjustments and follow-up stay visible.

Before you start

• Know whether the credit is invoice-specific or customer-level.
• Have contact and follow-up details if someone owns resolution.

Steps

1. Open AR Credit Notes.
2. On the Credit Notes tab, choose tracking by invoice number or at the customer level.
3. Enter a summary of the credit and any context needed later.
4. Enter contact and follow-up date information.
5. Check Resolved when the item is complete.

Notes

• Keep summaries specific (reason and amount context) so others can research later.
• Review open (unresolved) credit notes regularly so nothing sits indefinitely.