Apply a Credit Note
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Overall, applying a credit note in Radio Workflow is a straightforward process. By following these steps, you can easily manage your credits within the system.
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Go to the Accounts Receivable section of the system.
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Click on Credit Notes.
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Run the query to see a list of all the credit notes in the system.
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Find the credit note you want to apply, and click on it.
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Select the option to Apply Credit.
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Choose the invoice you want to apply the credit to.
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The system will show you the available credit and any remaining credit after the credit is applied.
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Click Save to apply the credit to the account.
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If you want to transfer the credit note to another account, follow these additional steps:
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Click on Transfer Credit.
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Select the account you want to transfer the credit to.
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Enter the amount of credit you want to transfer.
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The credit will be applied to the selected account.
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If you no longer need the credit note in the system, you can void it. You can also download the statement for the particular account if needed.
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Updated about 13 hours ago