Payments, Invoices, Expenses and Credit Notes
22 articles
- Credit Notes Overview in MovermateLearn how Credit Notes work in Movermate, when to use them, how they affect invoice balances, and where to view and manage them.
- Creating a Credit Note in MovermateLearn how to create Credit Notes in Movermate to provide refunds, discounts or other adjustments to a customer's charges. You can create a Credit Note from the Finance section or…
- Applying a Credit Note to an InvoiceLearn how to apply an existing Credit Note to a customer's outstanding invoice, reduce the amount owed and manage any remaining available credit.
- Viewing Credit Notes in Jobs and InvoicesLearn how to find Credit Notes associated with a Job, review their financial details and understand how they affect invoice balances.
- Understanding Credit Note Statuses and Invoice BalancesLearn what Credit Note statuses mean in Movermate and how applied credits affect invoice balances and recorded payments.
- Viewing and Managing Credit Notes in MovermateLearn how to find, view, search, filter and export Credit Notes from the Finance section in Movermate.
- Editing and Deleting Credit Notes in MovermateLearn how to edit an existing Credit Note, review its application status and understand when deletion may be restricted.
- Using Credit Notes to Reduce an InvoiceLearn how Credit Notes work in Movermate, when to use them, and how they help reduce the amount a customer owes on an invoice.
- Credit Note Troubleshooting & FAQsFind answers to common questions about creating, applying, editing and managing Credit Notes in Movermate.