Approve a credit note request
Approving Credit Note Requests
This guide will explain how to create Approve a Credit Note request.
Initial search
This guide assumes you are in the associated Credit Note. If this is not the correct please Search for the Relevant Credit Note first.
Go to the Approvals Tab
Check the Credit Note details
Approve or Reject and add a note
Go to the cases tab then access the related case
Note: You may need to reload the page (F5 key) to access the case
Add any paperwork required to the case (IE. Authorisation to approve)
