Apptivo Credit Notes App

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Credit Notes

Easy software to check for your credits - Create a Credit, apply your credits needed for a purchase and make your Customers happy on each and every purchase they make using Apptivo Credit Notes.

Application Features

Categorise and segment your credit notes so you can determine the proper plan of action to address each credit notes based on your business necessity.

credit notes types

Get and export the summary of all your Credit Notes generated within a period & activities associated with a period and also by various objects.

intuitive reports

To have a clear note of what your Employees are doing, enable the Email and News feed notification which instantly provides you the alert of all events.

random notifications

spawn your credit notes

Spawn your Credit Notes

Initiate Credit note either for a Invoice/Sales Receipt or in general. Provide your customer info and payment information and create your credit notes quick.

Integrated Applications

Credit Notes App integrates seamlessly with the following applications

Customers

Credit Notes     Customers

This integration gives you the ability to view the Customer for whom that particular credit note is created and applied. Learn More about Customers App

Customers

This integration gives you the ability to view the Customer for whom that particular credit note is created and applied. Learn More about Customers App

Invoices

With this integration, all the overpayments paid by your customers for their invoices, will get collected in the Credit Notes App which can be applied later on to their next invoices. You can view the invoice number, if the credit note was created from an invoice. Learn More about Invoices App

Sales Receipts

With this integration, all the overpayments paid by your customers for their sales receipts, will get collected in the Credit Notes App which can be applied later on to their next receipt. You can view the sales receipt number, if the credit note was created from a sales receipt. Learn More about Sales Receipts App

Documents

Having integrated with the Documents App, all documents and files associated with the credit note can be duly attached to respective credit note record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from credit notes and have quick access to all emails related to the credit note on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the credit note. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

Get Started Free!Or Schedule Demo