How to use credit memo listing?
A credit memo has four different ways to sort the listing. It depends on which one you prefer. Let’s look at them one by one.
If you want all your credit memos to be listed serial number-wise, then here is a way to do it.
Web App
- Tap on the Credit memo icon
- Tap on the “Number” tab
If you want all your credit memos to be listed client-wise, then here is a way to do it.
Web App
- Tap on the Credit memo icon
- Tap on the “Client” tab
If you want all your credit memos to be listed Date-wise, then here is a way to do it.
Web App
- Tap on the Credit memo icon
- Tap on the “Date” tab
If you want all your credit memos to be listed Status-wise, then here is a way to do it.
Web App
- Tap on the Credit memo icon
- Tap on the “Status” tab
That’s how you would be able to sort when you want to sort on the web application.
Now let’s see how to sort on the mobile application.
iOS/Android
- Tap on the “Dashboard”
- Click on “Credit memos”
- Click on “Sort By” on the upper right of the app
Clicking on the sort by will arrange all your credit memos.