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Track and manage all issued credits against your payments and invoices.
This guide focuses on the Credit Note Submodule within the Finance Module of your client portal.
You’ll learn how to access credit notes, apply filters by duration, project, and status, and how to use the search and advanced filters for precision tracking.
Explore how to view credit note details, download PDFs, and trace the related invoices and credited amounts.
By the end of this demo, you’ll be able to keep a clear record of all issued credits, ensuring smooth financial reconciliation and transparency in your billing process.
