Customer CN

Open, Customers CN, and Paid

The Customer CN section manages credit-note requests sent to customers and records the Customer CN documents received in response. Records are organized into the following tabs:

• “Open” — incomplete requests.
• “Customers CN” — created but unpaid Customer CN records.
• “Paid” — fully settled records.

Create Customer CN from an open request

• In Open, use the plus action on a request and enter the customer document number, received date, and payment terms.
• Saving creates the Customer CN and moves it to “Customers CN”. The original request data and attachments remain attached to the record.

Create a standalone Customer CN

• On the “Customers CN” tab, select “New Customer CN” and complete the document details.
• Select the customer and complete the document number, Reference No., document date, payment terms, and required amounts.

Customer CN payment

Open Payments, enter the date, and save the full Customer CN amount. After saving, the record moves to “Paid”. You can delete an incorrect payment, after which the record returns to “Customers CN”.

Return Customer CN records to an earlier tab

• Returning a record from “Customers CN” to “Open” removes the Customer CN fields but preserves the source request and its attachments. This is a return action, not deletion.
• Returning a record from “Paid” removes its recorded payment and moves it back to the unpaid “Customers CN” tab.

Email, PDF, and CSV actions

• Email — select exactly one unpaid Customer CN. Sending is unavailable when multiple records are selected and on the “Paid” tab.
• PDF — available for selected records.
• CSV — unavailable on the “Paid” tab and requires “Customer ID”, “Reference No.”, “Net”, “Recipient email”, and “Tour date” for every selected record.

Attachments for a manual Customer CN

A manually created Customer CN accepts up to five files with a combined size of 10 MB: PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG, or ZIP.

Customer CN reminder settings

Reminders for open requests are sent at the interval specified in Reminder days. Created Customer CN records use their own due-date schedule and customer language; invoice reminder settings do not apply to them.