Wisenet Credit Notes are an essential component of the accounts receivable system. Credit notes serve to adjust or cancel invoices. Use them for refunds, discounts, or corrections, such as when a Learner withdraws from a course.
Key Features
1. Linked or Standalone Credit Notes
- Linked: Issue credit notes to cancel invoices, e.g., when learners withdraw from a Course or Unit,
- Standalone: Generate standalone credit notes to issue adjustments, discount coupons, or incentives for future enrolments. Apply credit notes to existing or future invoices.
2. Automatic emailing
- When a credit note is issued, debtors receive an email with a link to view the credit note.
3. Document Accessibility
- Debtors can view the credit note via the provided link.
- Debtors can download the credit note as a PDF.
Add, Apply, and Manage Credit Notes
Create a credit note from an issued invoice or as a standalone document.
How to Search, View and Manage Credit Notes.
Export credit note records using the Data Export feature.