View and manage all credit notes created in Wisenet from LRM > Finance > Credit Notes.
You can also view invoices:
- For a Learner from LRM > Selected Learner > Finance > Credit Notes tab
- For a Workplace from LRM > Selected Workplace > Finance > Credit Notes tab
Required LRM Access: Owner, Admin
1
Search and view Credit Notes
- Navigate to LRM > Finance > Credit Notes
- (Optional) search and filter data.
- Click on the Credit Note Number to open the Credit Note Details page, or
Click on the Debtor to open the Learner or Workplace profile page.
2
Resend Credit Notes
- Navigate to LRM > Finance > Credit Notes
- (Optional) search and filter data.
- Click the Resend icon in the Action column
OR
- Navigate to LRM > Finance > Selected Credit Note > Credit Note Details
- Click Action > Resend.
3
Export credit note data
Export selected credit note records using Data Exports.
4
Add custom fields to credit notes
Add custom fields to credit notes using Custom Fields.
Invoice custom fields are only visible internally.
5
Add file notes to credit notes
Add file notes to credit notes of any status using File Notes.
Credit note file notes are only visible internally.