Q1. Where can I view a created customer credit note?

• A new customer credit note will show up in Active tab.

• Click on a note to see its details.

Q2. Can I search for customer credit notes by customer name or customer credit number?

• Yes. Under Customer Credits, you can enter the customer name or customer credit number in the Search Bar.

• Juan will automatically filter out the relevant customer credit notes for you.

Q3. Can I print or download a copy of the customer credit note for my records?

• Yes, you can download a customer credit note. Refer to Customer Credit Downloads for more information.

Q4. Do customer credit notes in Juan include audit information?

• Customer credit notes in Juan include the Created By fields to show who was the creator of the customer credit note, and the Last Updated By field to show the last editor of the customer credit note.

• Click on Show More under Customer Credit Note Details to reveal this field.

Q5. Where can I find the exchange rate for a customer credit note with non-base currency?

• To find the exchange rate for a customer credit note with non-base currency:

  • Hover over the currency ISO to show the exchange rate used for the customer credit note, relative to the base currency.

  • The exchange rate information will show the amount in the base currency, alongside the exchange rate information used.

  

Q6. What happens if the exchange rate changes after I have viewed the customer credit note?

• Any changes in exchange rates on an organizational level will not affect existing customer credit notes that have already been created. Hence, existing customer credit notes will not be affected.

• However, if you change the exchange rate of a currency on an existing customer credit note by editing the customer credit note directly, this will be reflected in the customer credit note the next time you view it.

Q7. What is the lifecycle of a customer credit note? What different states or stages does it go through?