Credit Note Management

by Lars Wessel

Single actions on credit notes

Download PDF

Download the credit note in PDF

Preview the PDF

This button enables you to have a look into your current document before generating the credit note

Approve

The Approval Management is an optional function you can use to implement a proper validation or approval workflow. That means that you have to approve (click the “thumbs up”- button) the credit notes before they turn up in your adtracking system or before sending them out. After approval you can see that there are several options popping up on the left side of the credit note list.

Mark as paid

  1. Mark credit note as full paid
  • Just click the “Dollar”- button and then “Save”

2.   Mark credit note as partially paid

  • Click the “Dollar” button and change the amount to the value that have been paid already
  • The system will recognize that the amount is not fully paid

Mail the document

  • There are all the users coming over from the tracking system
  • You can add additional custom recipients and define who the main contact is and who should be cced

Delete

You are able to delete credit notes before they are actually generated. This is useful if you recognize a mistake on a credit note. So you can just delete the credit note and regenerate it without creating a cancellation credit note.

Cancel

By clicking the “Cancel”- button the system will generate an associated cancellation credit note

View linked documents

This button enables you to see the linked documents from the advertiser side

Bulk actions on credit notes

Mark the credit notes you want to do something with

Download as ZIP

The credit notes you marked will be downloaded in one ZIP file.

Mail the documents

Send out different documents in one step. Mark the credit notes you want to send out and click the “Email selected” button

Generate documents from drafts

You can generate the documents from the (approved) drafts through clicking the “Arrow-up”-button in a bulk action

Mark as paid

The credit notes you marked will turn up to the status “paid”

Payment Export

In order to pay out your creditors quicker, we provide you with Payment Exports.