The View Credits page provides a centralized location to monitor and manage all Credit Notes and Free Credits in your account. From this page, you can review credit details, track their status, and use comprehensive filtering options to quickly locate specific credits. The customizable layout allows you to display the information most relevant to your credit management processes, whether you're processing customer returns, tracking refunds, or analyzing credit transactions across your business.
To access the View Credits page, go to the main menu and select Sales > Credits > View Credits.
Manage your view
By default, the View Credits page will list all Parked status Credit Notes and Free Credits in descending order of their Credit Number.
At the top of the View Credits page, there are two functional buttons available:
Export: Downloads the current View Credits layout in either a PDF, CSV or XLSX format.
Add Credit: Opens the Add Credit page, from where you can create a new Credit Note or Free Credit.
Filter your Credits
Use the filter fields available at the top of the View Credits page to specify which Credit Notes or Free Credits should be displayed, making it easier for you to review and update them.
View Credits filter field | Description |
Status | Use the drop-down menu to filter by Credit Notes or Free Credits status. The options available are:
|
Credit Note Number | Filter the Credit Notes or Free Credits by their Credit Number. |
Customer | Filter for Credit Notes or Free Credits by the customer's name or code. Use the magnifying glass icon to refine the customer filter. |
Sales Invoice Number | Filter for Credit Notes by their originating Invoice's Invoice Number. |
Warehouse | Use the drop-down menu to filter by the warehouse allocated to the Credit Notes or Free Credits. |
Printed | Use the drop-down to filter for Credit Notes or Free Credits that have either been printed or not. |
Customise the View Credits layout
The detail that's displayed per Credit in the View Credits page is determined by column headers that are included in the page's grid layout.
View Credits' column headers
The columns that are displayed by default in your View Credit page are described in the table below.
View Credits default column header | Description |
Credit Note No. | Displays the Credit Note or Free Credit's unique transaction number. |
Credit Date | Displays the Credit Date of the Credit Notes or Free Credits. |
Customer | Displays the name of the customer the Credit Note or Free Credit is for. |
Status | Indicates the current status of the Credit Note or Free Credit. |
Currency | Indicates the Credit Note or Free Credit customer's currency. |
Total | Displays the total credit value of the Credit Notes or Free Credits, including charges and excluding tax, in your account's base currency. |
View Credits' Hidden Columns
There are additional columns you can display on the View Credits page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to populate the column's detail per Credits in your view.
View Sales Orders Hidden Columns | Description |
Customer Code | Displays the code of the customer the Credit Note or Free Credit is for. |
Invoice Number | Displays the Credit Note's originating Invoice's Invoice Number. The Invoice Number will always be blank for Free Credits. |
Printed | Indicates with a tick or cross icon if the Credit has been printed. |
Sales Order Customer Ref | Displays the Customer Reference on the Credit Note's originating Sales Order. |
📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the View Credits page.
Manage custom layouts
Customize how the Credits details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the Credits into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group Credits by that column's detail, in an expandable format.
After customizing your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the View Credits page, the default grid layout "None" will be displayed.
To make one of your own custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Credits page.
Export Credits
To download a comprehensive breakdown of all your Credit Notes and Free Credits, including the credit lines' product, quantity and prices, in a CSV format, go to the main menu and select Sales > Credits > Export Credits.