Reports - Credit Voucher Reports
Article contents:-
This article contents guides on Credit Voucher Reports:
Step-By-Step:-
Step 1:- Click on the “Reports” button on the header tab, On the right hand of the screen click on the “Credit Voucher Reports” button. Once you click on this button the system will display an overview of the following:
Open Credit Vouchers (All) – Credit Vouchers Redeemed – Credit Vouchers – Credit Vouchers Sold
Open Refund Vouchers (All) – Refund Vouchers Redeemed – Refund Vouchers Issued
Open Gift Voucher (All) – Gift Vouchers Redeemed – Gift Vouchers Issues
Note* You can minimize the dashboard by clicking on the Top Arrow button on the right side of the screen. Then the screen will show you a list of all vouchers up to date.
Search Credit Voucher: From this function, you can search the Voucher by Customer Name or Voucher Number then click on the search button. The system will generate a list of vouchers.
Action Functions:
Edit - Once you click on edit, the system will generate a pop up “edit credit voucher” you can edit the fields on the voucher and click on save.
View – Once you click on View, the system will show voucher details from which you can also click on “Print” and get the voucher printed.
Delete – Once click on Delete, the system will prompt you to confirm deleting the voucher. If you click on Yes thereafter, the voucher will be deleted from the system.
Usage – Once you click on Usage, the system will generate a pop-up Credit Voucher Order. It will show the order details and how the voucher balance was utilized. On this window, you can select the transaction and use action drop-down to print receipt, void, or delete that transaction.
-: You can Export the Excel by clicking on the "Export All" button.
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