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.
