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 only applicable if the salesman does not have an accountant role. In the CONNECT, you cannot enter the CN (Credit note) transaction inside the Sales Module. What you need to do is to request the Accountant to approve CN. In the CONNECT, CN only can request for the full amount of invoice. 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 Credit Note
This function only applicable if the salesman has an accountant role. Only salesman with 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
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