All notable changes to this project will be documented here. In this article you will encounter the following change types: Added for new features and functionality. Changed for changes in existing fu...
Overview Elda Credits allows users to create credit refunds against selected invoices as well as items in an invoice. Users can provide refund details such as a reason and quantity for selected items ...
Credits Main Window The Credits main window can be divided into two sections – Top Section and Details Section. Top Section Features Functionality Retrieve Invoice Textbox Enter the invoice number t...
Invoice Number Known In Credits, enter the invoice number in the Retrieve Invoice Textbox, and then press enter or click the Retrieve button. The invoice items grid will be populated with all the sche...
Opening an Existing Credit In Credits, press the Find Invoice/Credit button to open the Find Invoice/Credit Window. See our article Searching for an Existing Credit for more on how to use the Search E...
Background Credits in Elda require approval by an authorised user to be processed. Steps 1. Once the credit is ready to be approved, click the drop-down option and select the manager you wish to have ...
Before Your Begin Ensure you have the correct permissions to approve or decline a credit. Checking a Credit (For Account Managers) 1. In Credits, press the Find Invoice/Credit button to open the Find ...
Background Back charges are designed to provide a mechanism to charge for additional costs in crediting goods and services back to a customer. Steps to Take 1. Open or select an invoice. See the step...
The Find Invoice/Credit Window is used to find your invoice or credit numbers of your choice. This window is made up of two tabs – Search Invoices and Search Existing Credits tabs, where Search Existi...
Using the Search Existing Credits Tab This tab allows users to find credits created by different users and at any dates. Users can view credits created by certain users at certain dates, as well as fi...