Bulk Assign Credit Notes

The permission required to access this page is "Access Finance".

If you have lots of credit notes, you can assign them to invoices in bulk.

Click the "Bulk Assign Credit Notes" button at the top right.

You will see a list of all your unassigned credit notes, and on the right, a drop-down so you can select the member's invoice you want to assign it to.

Assign the relevant invoices then click the "Assign To Invoices" button at the bottom.

To leave a credit note, simply leave the "Select invoice" option selected and the system will ignore that one when you submit it.