Credit Notes
1. Page Objectives
The "Credit Notes" page provides a list of all credit notes generated in the system. It allows users to manage, view, and filter credit notes related to client transactions. The page helps users keep track of issued credit notes and manage their financial records accordingly.
2. Table
The table is used to display credit notes along with key details such as credit note number, client name, series, total value, paid value, status, and creation date. The table may be empty if there are no credit note records available.
2.1. Table Actions
- Columns: Enables users to manage the visibility of specific columns in the table, allowing them to show or hide certain fields.
- Filters: Lets users filter the list of credit notes based on time periods or other relevant criteria.
- Vistas (Views): Users can switch between different views to display credit notes for today, this week, this month, and more.
- Actions: Provides the option to synchronize the list of credit notes with external or internal systems.
2.2. Columns
| Field | Description |
|---|---|
| Number | The unique identifier of the credit note |
| Client | The client to whom the credit note was issued |
| Series | The series or type of the credit note |
| Total | The total monetary value of the credit note |
| Paid Value | The amount that has been refunded or credited |
| Status | The current status of the credit note (e.g., Open) |
| Document | The document reference related to the credit note |
| Created At | The date when the credit note was created |
2.3. Filters
- Created From / Created Until: Filters credit notes based on their creation date, allowing users to view records from a specified time range.
2.4. Record Actions
- Synchronize: Synchronizes the credit notes with external or internal systems to ensure that the list is up to date.