1. Open Credit Notes
Log in to your Movermate CRM.
Go to Finance → Credit Notes.
Find the Credit Note you want to manage.
Click the three dots (⋮) beside the record.
The available actions include View, Edit, Apply to Invoice and Delete.
2. Edit a Credit Note
Find the required Credit Note.
Click the three-dot menu.
Select Edit.
Review the existing Credit Note details.
Update the required information.
Save your changes using the available action.
The available editable fields depend on the Credit Note's current status and the options displayed in the Edit form.
Important: If the Credit Note has already been applied to an invoice, review the related invoice balance after making changes.
3. View the Credit Note Before Deleting
Before deleting a Credit Note:
Open the Credit Notes list.
Find the required record.
Review its Status, Applied and Balance columns.
Check whether the Credit Note has been used against an invoice.
This helps you identify whether the Credit Note has already affected a customer's financial records.
4. Delete a Credit Note
Find the Credit Note under Finance → Credit Notes.
Click the three dots (⋮).
Select Delete.
Review any confirmation or restriction message displayed.
If deletion is permitted, confirm the deletion when prompted.
Deletion may be restricted when a Credit Note has already been applied to an invoice or when the associated invoice has recorded payments.
5. Understand Deletion Restrictions
If a Credit Note is linked to financial activity, Movermate may prevent deletion.
For example, Movermate may display a restriction message when a Credit Note is associated with an invoice or payment record. Review the related financial records before taking further action.
If this happens:
Review the Credit Note's applied amount.
Check the associated invoice.
Review any recorded payments.
Avoid creating duplicate Credit Notes to work around the restriction.
Contact Movermate Support if you cannot safely correct the record.
6. Manage Credit Notes from a Job
You can also access Credit Note actions from the related Job.
Open the required Job.
Go to Finances.
Find the Credit Notes section.
Click the three-dot menu beside the Credit Note.
Available Job-level actions include:
View
Delete
The available actions may depend on the Credit Note's current financial state.
7. Review Financial Records After Editing
After updating a Credit Note:
Return to Finance → Credit Notes.
Check the Credit Note amount, applied amount and remaining balance.
If the Credit Note has been applied, open the associated invoice and review its outstanding balance.
Check any related payment records if necessary.
If the amounts do not reconcile, contact Movermate Support before making additional financial adjustments.
Important Reminders
Always check whether a Credit Note has been applied before editing or deleting it.
Applied Credit Notes may have additional restrictions.
Recorded payments can affect whether deletion is permitted.
Review invoice balances after editing financial amounts.
Do not create replacement credits until you have confirmed the original record's status.
Credit Note management may require specific user permissions.
Related Articles
For further questions, contact the Movermate Product Experts at [email protected].