Credit Reasons
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George Sutton
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Within Unleashed, any Credit Note created must have a "Credit Reason" selected for each line being credited or returned. Credit Reasons can be used to report on why Credit Notes are being processed against your Sales. They help to further manage your business's transactions, providing transparency and an auditable trail of processes completed.
To provide flexibility and accurate credit reports, you can create custom "Credit Reasons" specific to your business and apply them at a product line level, within each Credit Note. From the main menu navigate to Settings, Systems and click on "Credit Reasons" to create, manage or delete them.
Add Credit Reasons
To create a custom Credit Reason:
- From the main menu, go to Settings, Systems and click on Credit Reasons.
- Type in the new reason in the *Credit Reason field.
- Click the Add button.
Manage Credit Reasons
Once a Credit Reason's been created, it can be applied to Credit Notes. But you also have the option to update the Credit Reason's name at any time or delete it if it's no longer in use or needed.
Edit Credit Reasons
If a Credit Reason's name is amended, the updated name will also to all Credit Notes already generated with that reason allocated.
To update an existing Credit Reason's name;
- From the main menu, go to Settings, Systems and click on Credit Reasons.
- Click on the Credit Reason's name and it will open an editable field.
- Make the required changes, then hit Enter on your keyboard or click away from the field to apply the update.
Delete Credit Reasons
A Credit Reason can only be deleted if it has not been applied to an existing Credit Note. If the Credit Reason is not allocated to a transaction you can delete it by clicking on the bin icon displayed in the "Delete" column of the Credit Reason page.
If there is no bin icon available for the Credit Reason, it cannot be deleted as it's been applied to a Credit Note.