Credit Notes changes
This product update is mostly for Credit Notes working with NetSuite, Adyen, or GoCardless. There are also some changes for template tags and invoice references.
This product update is mostly for Credit Notes working with NetSuite, Adyen, or GoCardless. There are also some changes for template tags and invoice references.
Just click on the arrow next to the credit note in the timeline to get its PDF:
If the user created a credit note for the same value and linked to the same invoices as an Adyen or GoCardless payment charge, it is possible to click on “Refund” next to the credit note, and Kolleno will automatically:
The Kolleno Open API now allows the users to download the PDF programmatically:
Template Tag: Balance overdue by a number of days | Kolleno Limited Help Centre
Template tag: Customer balances per currency | Kolleno Limited Help Centre
For NetSuite integrations, Kolleno can set up a formula to change the invoice reference in Kolleno by taking the NetSuite fields and concatenating them. For example, use the invoice reference + the sales order.