ABSS / Financio CONNECT - Credit Note (Sales)

ABSS / Financio CONNECT (Sales)

This user guide will guide you on how to request Credit Note by using the CONNECT mobile app.

Request Credit Note

This function is only applicable if the salesman does not have an accountant role. You can only request for CN (Credit Note) on ABSS / Financio CONNECT. To do this you need to raise the request via the app and the Accountant to approve the CN. To request the CN, here are the steps :

1. Open the existing invoice that you want to issue CN

2. Click the button > Request CN.

3. The message “Proceed to request a full amount Credit Note” will display > click REQUEST if you wish to continue.

4. Once you've requested for CN, the CN will automatically be created and the Status is Pending Review. You can view this in Financio app too. 

From Financio apps view

Accountant role will receive the request.

Create a Credit Note

This function only applicable if the salesman has an accountant role. Only a salesman with an accountant role can see the button to create CN (Credit Note). To create CN, here are the steps :

1. Open the existing invoice that need to issue CN

2. Click on the button > Create

3. The message comes out “Proceed to create a full amount Credit Note” > click CREATE if you wish to continue.

4. Once you click on CREATE, the full amount of Credit Note created and the Credit Note status is Approved.

From Financio apps view