1: Access Credit Notes
From the left-hand navigation menu, select Credit Notes.
2: Initiate Bulk Processing
In the top right corner, click on Actions.
From the drop-down menu, select Process Credit Notes.
3: Download Template
A new pop-up will appear.
Click on Download Template to download the excel document to your computer.
4: Fill Out the Template
Open the downloaded template.
Enter the following information for each credit note:
Credit note references (matching those on the platform)
Payment reference
Comments (if any)
Payment date.
5: Save the Document
After entering all necessary information, save the document to your computer.
6: Import the Document
Return to the platform.
Select Import and upload the document you just saved.
7: Review and Upload Data
Once imported, review the data displayed in the pop-up.
If everything looks correct, click on Upload to complete the process.
The processed column will change from a red cross to a green tick for all credit notes that have been correctly processed.