Step-by-Step Guide to Managing Credit Notes in Your Finance Dashboard

STEP 1: Click on "Finance" to Access Financial Overview

• Navigate to the sidebar menu.
• Click on the Finance link highlighted in the red border.
• This will direct you to the financial overview section.
• Ensure to review the Policy Document Overview and Commission Overview for relevant information.

STEP 2: Click on "Credit Note" to Access Credit Note Section

• Locate the "Credit Note" option in the sidebar menu.
• Click on the "Credit Note" link to navigate to the Credit Note section.
• Ensure you are on the dashboard page before proceeding.
• This action will allow you to manage and view credit notes effectively.

STEP 3: Click on "Option Menu" to Access More Actions

• Locate the highlighted area with the red border.
• Click on the "..." icon to open the options menu.
• Review available actions related to the selected credit note.
• Ensure to check for any additional prompts or confirmations that may appear.

STEP 4: CLICK on "View" to Access Credit Note Details

• Navigate to the "Credit Note" section.
• Locate the "View" link in the highlighted area.
• Click on "View" to open the details of the selected credit note.
• Ensure you have the necessary permissions to view the details.

STEP 5: CLICK on "Action" to Access Options

• Locate the "Action" button highlighted in red.
• Click on the "Action" button to reveal additional options related to the credit note.
• Ensure you have reviewed the credit note details before proceeding.
• After clicking, you will see options such as "View Related Invoice."

STEP 6: Click on "Pay Invoice using Credit Note"

• Locate the highlighted option "Pay Invoice using Credit Note" in the Credit Note section.
• Click on this link to initiate the payment process using the credit note.
• Ensure all relevant details are reviewed before proceeding to the next step.

STEP 7: Click on "Apply" to Confirm Credit Note Payment

• Navigate to the highlighted area at the bottom of the screen.
• Click on the Apply button to confirm the payment using the credit note.
• Ensure all required fields are filled out before clicking.
• If needed, click Cancel to abort the action.