1: Access the Credit Notes
Locate Credit Notes in left-hand navigation menu.
Click on the three dots next to the credit note you wish to process.
2: Mark the Credit Note as Processed
Select 'Mark as Processed' from the pop-up.
3: Select Payment Date and Add Comments
A new pop-up will appear.
Select the relevant payment date.
Input the relevant payment reference.
Optionally add any comments or attachments that you would like to include.
4: Confirm Processing of the Credit Note
Once all information is entered, select the 'Save' button in the bottom right corner of the pop-up.
The processed icon will change from a red X to a green tick, indicating successful processing.