Accounts Receivable | Financial Management
Credit Note Management
Sales returns, post-supply discounts, rate revisions and adjustments all run through credit notes, because on the PEPPOL network there is no cancelling an invoice you already sent. Each credit note references the original, goes out the same way it did, and adjusts the output tax you already accounted so the return and your customer's claim move together.
What it does
Inside Credit Note Management.
Connect one entity, free. Trigger a sales return on a recent invoice. The credit note drafts against the original, goes out over the network, and the output tax on your return comes down with it.
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Credit note triggers
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InvoiceNow delivery
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Output tax adjustment
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Customer-side effect
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Partial credits
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Audit trail
Where it sits
Part of Accounts Receivable.
Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Branch / Region Aging Aging buckets sliced by branch, region, sales rep, business unit. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. PayNow / Payment Links A PayNow QR and a card link on every invoice, each carrying the invoice reference, so the receipt allocates itself instead of arriving as an unidentified credit. Tax Invoice Generation Compliant tax invoices raised from the order, with zero-rating decided at the line and delivery over InvoiceNow or PDF.
Run Credit Note Management against your books.
A working session on your structure and a month of your documents.