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How can I track payments from credit notes?

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Follow these steps to track payments from a credit note:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Credit Notes module.
  4. Open the credit note of your choice.
  5. Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
  6. Click the Deep Dive button on the top right corner of the Summary View.
  7. Check the Refund and Available Credits fields to know the status of the payment.

These particular fields get updated in a credit note whenever a payment is completed:

  • Refund: When the status of the payment is set to Refunded, this field gets automatically updated to the amount that has been refunded.
  • Available Credits: The amount that you have paid through the payment process is deducted from the credit amount field and the remaining credits to be claimed are displayed here.
To know more about Payments, click here.
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