The Credit Note Summary is a PDF you can request for any customer invoice with allocated Credit Notes. It is intended to provide a clear breakdown of all Credit Notes resulting from line-item reversals against the invoice. It consolidates how credits are displayed, making it easier for customers to reconcile invoices.
When an invoice has many line items, multiple reversals of those line items can make reconciling the invoice difficult. This is especially true for customers who use Geotab in Stax Bill, where customers can have a large number of devices on one invoice, and where many can be fully or partially reversed for RMA or downgrade. Customers who use Unified Invoicing may also benefit from this new feature.
You can open any invoice with Credit Notes allocated to it using the Details button. From there, you can tap the PDF button that is on the right side of the Credit Notes section of the invoice footer. This will give you a document that:
- Is formatted like an invoice
- Shows a line item for each Credit Note
- Includes the:
- Product details
- Amount of Credit Note
- Any discount that may have also been reversed
- Adjusted tax
- Credit Note ID number and date