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Task #17042
closedTask #16360: Sprint Planning for 20/01/2025 - 31/01/2025
CreditNote: Allow user to create a credit note after payment is made
Status:
Closed
Priority:
Normal
Assignee:
-
GitLab ID:
1210
GitLab Milestone:
GitLab Ticket Number:
317
GitLab Time Logged:
21600
Lock Timeline Date:
No
gitlab project trace:
Sprint Planning for 20/01/2025 - 31/01/2025
Description
Description
- The system should enable users to create a credit note after a payment has been completed. This functionality ensures that users can efficiently manage and rectify any discrepancies, refunds or adjustments needed.
- The approval of supervisor is mandatory.
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- How do you handle the scenario where a Credit Note has to be issued after payment has already been done?
- Issue Credit Note and Refund? - for a non returning customer, issue a Credit Note, Approval and then send payment request to Accounting Dept
- Issue Credit Note and deduct in next invoice or payment? - for a returning customer, no need to refund, deduct in next Payment. In Credit Note PDF, add a clause to inform that amount will be deducted in next payment.
- How do you handle the scenario where a Credit Note has to be issued after payment has already been done?
GitLab Sync Log
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