Confirm credit notes

Managers Partners  Billers

1. Make sure to Submit the credit note first, as it must be submitted before it can be confirmed. The Submit button will run the policy check and any issues with the credit note will be displayed in the Policy Error dialog.

2. Once submitted, the credit note can be confirmed by clicking Confirm. From the Confirm Draft dialog, select the delivery format, add any attachments needed and restore the WIP.

3. Click OK. You will be notified by email if the credit note fails to confirm.

4. A Print dialog is displayed asking whether a copy of the credit note should be printed or emailed.

   • If the credit note is printed, a print credit note dialog indicates progress and a preview is displayed on screen.

   • If the credit note is to be emailed, an email credit note dialog indicates progress and allows standard email wording to be applied or ad-hoc wording to be entered.