Credit Notes and Dispatches

Credit Notes

Use credit notes when you need to correct or reverse an invoice.

Recommended steps:

• reference the original invoice
• add a clear correction reason
• review values before final confirmation

Dispatch Tracking

After invoices are dispatched, monitor outcomes closely.

Track:

• pending items
• successful deliveries
• failures requiring retry or correction

Correction and Retry Pattern

1. Identify failed or problematic item.
2. Correct the root cause (data or recipient issue).
3. Retry using your normal dispatch workflow.
4. Record corrective action for audit history.

Good Operating Habits

• Reconcile credit notes against affected invoices weekly.
• Keep correction reasons clear for finance reviews.
• Escalate repeated dispatch failures early.

Continue with Reports and Reconciliation.