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Viewing and Managing Credit Notes in Movermate

Learn how to find, view, search, filter and export Credit Notes from the Finance section in Movermate.

1. Open the Credit Notes List

  1. Log in to your Movermate CRM.

  2. Go to Finance → Credit Notes.

  3. The Credit Notes list will open.

This page displays the Credit Notes created for your customers.


2. Understand the Credit Notes Table

The table includes the following information:

Column

Description

Amount

Total value of the Credit Note.

Date

Credit Note date.

Job ID

Associated Job, if applicable.

Customer Name

Customer linked to the Credit Note.

Customer Email

Customer's email address.

Credit Note No.

Unique Credit Note reference number.

Status

Current application status.

Invoice Number

Invoice associated with applied credit.

Applied

Amount already applied to invoices.

Balance

Remaining available credit.

Reason

Credit Note category or reason.

A Credit Note may be associated with more than one invoice or Job, depending on how the credit has been used.


3. Search for a Credit Note

  1. Open Finance → Credit Notes.

  2. Click the Search field.

  3. Enter the relevant Credit Note information.

  4. Review the matching records.

You can use the displayed customer, Credit Note and Job information to identify the correct record.


4. Filter Credit Notes

  1. Click Filter at the top of the Credit Notes list.

  2. The filter panel will open.

  3. Choose the required criteria.

Available filter fields include:

  • Credit Note Date: Filter by date using the available date condition.

  • Status: Filter by Credit Note status.

  • Applied: Filter using the applied-credit criteria.

  1. Click Apply.

The table will display records matching your selected filters.
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5. Customise Table Columns

You can choose which information appears in the Credit Notes list.

  1. Click Columns.

  2. The column selection panel will open.

  3. Enable or disable the columns you want to display.

  4. Return to the table to review your selected layout.

Available columns include Amount, Date, Job ID, Customer Name, Customer Email, Credit Note No., Status, Invoice Number, Applied, Balance and Reason.


6. Export Credit Notes

  1. Open Finance → Credit Notes.

  2. Apply any required filters.

  3. Click Export.

  4. Follow the available export options.

This allows you to work with Credit Note records outside the CRM.


7. View a Credit Note

  1. Find the required Credit Note.

  2. Click the three dots (⋮) beside it.

  3. Select View.

  4. Review the Credit Note information.

You can also access available management actions from the same menu.
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8. Understand the Available Actions

The Credit Notes list provides the following actions:

  • View: Open the Credit Note details.

  • Edit: Update the Credit Note.

  • Apply to Invoice: Apply available credit to an eligible invoice.

  • Delete: Remove a Credit Note where deletion is permitted.

Some actions may be restricted depending on whether the credit has already been applied or is associated with other financial records.

Important Reminders

  • Use the Credit Note number to identify individual records.

  • Review Applied and Balance separately.

  • Filters help narrow down Credit Notes by date, status and application.

  • You can customise the table to show the information most relevant to your work.

  • Credit Note management actions may depend on your assigned permissions.

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For further questions, contact the Movermate Product Experts at [email protected].

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