Reports : Credit Voucher Report

How to Use Credit Voucher Reports 

Step 1: Click on the “Reports” button on the header tab. On the left hand of the screen click on the “Credit Voucher Reports” button. Once you click on this button the system will display all vouchers, along with voucher number, voucher type, name, expiration and balances.

Search Credit Voucher: From this function, you can search the vouchers by customer name or voucher number. You can also filter by voucher type selecting the "All" drop down. After typing in the criteria or filtering, click the Search button.

Action Functions:

Edit - Click "Edit" to open the “Edit Credit Voucher” pop-up window. Update the desired fields and click "Save" to apply your changes.

View – Once you click on View, the system will show voucher details. You can print voucher details from this screen if needed.

Delete – Click "Delete" to remove a voucher. The system will prompt you to confirm the deletion. Click "Yes" to permanently delete the voucher from the system. **Note:** This action cannot be undone. Please ensure you have selected the correct voucher before confirming.

Usage – Click on Usage. The system will generate a pop-up for the Voucher Ledger. This will show the details for voucher charges and payments. On this window, you can select and view the transaction as well. 

Orders – Click "Orders" to view a detailed list of all transactions associated with the voucher. Each entry includes the order ID, customer name, transaction date, and order total.