Manage and View Credits

Manage and View Credits

After you create credits in Unleashed, you can use the View Credits page to view and manage your credits.


Viewing Credits

  • Go to Sales | Credits | View Credits.
  • The list of Parked credits is displayed. You can filter by Credit Status, Credit Note Number, Customer, Sales Invoice Number or Warehouse fields.
  • To export the existing credit details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
  • To add a new credit or return stock that has been credited, click Add Credit. For more information, see Add new credit.


    • Related Articles

    • Manage and View Customers

      After you import or create customers in Unleashed, you can use the View Customers page to view and manage your customers. Viewing Customers Go to Customers | View Customers. The list of customers is displayed. You can filter by Customer, Customer ...

    • Manage and View Sales Orders

      After you import or create sales orders in Unleashed, you can use the View Orders page to view and manage your orders. Viewing Sales Orders Go to Sales | Orders | View Orders. The list of orders is displayed. You can filter by fields. To import ...

    • Manage/View Warehouse Transfers

      The View Warehouse Transfer page enables you to view all Warehouse Transfers. By default, this page displays Warehouse Transfers with Open status. Viewing Warehouse Transfers Go to Inventory | Transactions | Warehouse Transfers. From the Status ...

    • Manage and view products

      About View Products The View Products page enables you to view a list of all your existing products and several details about those listed products. You have the ability to sort the products each product by name, using the columns available to you. ...

    • Manage and View Quotes

      Viewing Quotes Go to Sales | Quotes | View Quotes. The list of quotes is displayed. You can filter by Quote Status, Quote Number, Customer or Warehouse fields. To export the existing quote details, click Export. You can choose to export as PDF, CSV, ...