Apply a Credit Note

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.

  • Go to the Accounts Receivable section of the system.
  • Click on Credit Notes.
  • Run the query to see a list of all the credit notes in the system.
  • Find the credit note you want to apply, and click on it.
  • Select the option to Apply Credit.
  • Choose the invoice you want to apply the credit to.
  • The system will show you the available credit and any remaining credit after the credit is applied.
  • Click Save to apply the credit to the account.
  • If you want to transfer the credit note to another account, follow these additional steps:

  • Click on Transfer Credit.
  • Select the account you want to transfer the credit to.
  • Enter the amount of credit you want to transfer.
  • The credit will be applied to the selected account.
  • 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.