Credit Reasons
FollowAbout Credit Reasons
Within Unleashed, Credit Reasons can be used to report on why credits are happening in your business. They help to further manage your business's transactions, providing transparency and an auditable trail of process completed against your sales.
To provide flexibility and accurate credit reports, you can create custom "Credit Reasons" specific to your business and subsequently apply them at 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.
Once a "Credit Reason" such as 'faulty goods' or 'change of mind' exists, any Credit Note created must have a "Credit Reason" selected for each line being credited or returned.
How to add Credit Reasons
- From the main menu, go to Settings, Systems and click on Credit Reasons.
- Type in the new reason in the *Credit Reason field.
- When finished, click the Add button.
How to edit Credit Reasons
To amend an existing Credit Reason;
- 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.
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Make the required changes then, hit Enter on your keyboard or click away from the field to apply the update.
If a Credit Reason's name is amended, the updated name will also to all Credit Notes already generated with that reason allocated.
How to 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.
Credit Reasons video tutorial