Customer Credit Centre Fields
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The Customer Credit Centre furnishes users with a diverse array of valuable options and search fields, meticulously designed to enhance usability and optimize functionality.
The Customer Credit Centre provides options in its header to show transactions, unapply credits and batch delete customer.
Show Transactions: Shows the Journal Transactional View of the Customer Credit Memos.
UnApply Credits: This allows to unapply credits from all the selected records.
Batch Delete: This option allows you to delete multiple customer credits of type Transfer at once.
Please Note: The system will not allow deletion of applied credits. Before deleting any customer credit (single or batch), it is mandatory to un-apply the credit from any transaction it is currently linked to.
In the Customer Credit Centre, you can utilize the following options to search for Customer Credit Memos:
Customer Credit: This option enables you to refine your search results based on the Customer Credit criteria.
Credit Invoice Map: Utilize this option to narrow down search results according to the Credit Invoice Map.
Status: With this option, you can filter search results and locate credit memos based on their status.
Download:
This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.
Columns:
Columns represent the customizable criteria available to users, enabling them to further refine their searches.
Advanced Search:
The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.
Save:
Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.
You can perform specific actions directly from the Customer Credit Centre by right-clicking on the selected record's row, such as refunding balances and applying credit to invoices.
Open: This enables you to access the selected credit memo or transaction. In the popup window that appears, you can review the credit memo's details, including any associated custom fields. Additionally, you have the option to edit the credit memo in a separate window. You can also Print the transaction or Add it to the Email Queue from the popup window.
Refund Balance: This feature enables you to initiate a refund to the designated customer. Within the popup window, you can input the necessary details, including the refund amount, to initiate the refund process.
Apply On Invoice: This feature enables you to apply the credit to the customer's associated invoice. Selecting this option will open the Apply Credits And Deposits module, where you can search for the invoice and apply the credit accordingly. Additionally, you can review any previously applied credits and deposits within this module.
Show Applied On Invoice(s): This allows you to view the amount applied from the credit on the invoice.
Show Refund(s) from Credit: This feature allows you to view the amount that has been refunded from the credit.
Show Transactions: This allows you to access the Journal Transaction View of the selected Credit Memo.
UnApply Credits: This feature enables you to reverse the application of credits from invoices.
Delete: This option allows you to delete individual customer credits of type Transfer directly from the Credit Centre.
