Request a credit note

Routty provides the functionality to request a credit note if needed. An email will then be sent out to the provided email address(es) with the attached document requiring a credit note.

Instructions

1. Navigate to a document either in matching or accounting where a credit note is required

2. Open the document to see its details in split screen

3. Click on the button request credit note to see the following fields

   • EMAIL TO: Contact email address of the partner. (Multiple email addresses can be added)

   • EMAIL TEMPLATE: An email template can be selected to add an email body and subject

   • EMAIL SUBJECT: Is prefilled when selecting a template or can be filled in manually

   • EMAIL BODY: Is prefilled when selecting a template or can be filled in manually

   • COMMENT: Comment why request credit is needed

4. Create a request

   • Enter one or multiple email addresses, press the enter button after each address to confirm your input

   • Default email templates can be selected if maintained in your system

   • Enter an email subject or adjust the email subject of the selected email template

   • Enter a comment (The comment is visible in the logs of the document after the request)

   • Click on Send

5. Now an email is sent to all the Email to addresses with the document attached