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Post, allocate, or void a credit note ​

Goal ​

Finish a credit note after draft.

Steps ​

  1. Post the draft (approval first if required).
  2. Allocate or refund open balance as needed.
  3. Void only after balance is cleared.

Hard stops ​

Credit qty exceeds remaining; void with unapplied balance; not draft when posting.

BlueMatrix Help — product documentation for tenants