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
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Navigate to a document either in matching or accounting where a credit note is required
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Open the document to see its details in split screen
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Click on the button request credit note to see the following fields
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Email to : Contact email address of the partner. (Multiple email addresses can be added)
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EMAIL TEMPLATE : An email template can be selected to add an email body and subject
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Email subject : Is prefilled when selecting a template or can be filled in manually
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Email body : Is prefilled when selecting a template or can be filled in manually
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Comment : Comment why request credit is needed
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Create a request
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Enter one or multiple email addresses, press the enter button after each address to confirm your input
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Default email templates can be selected if maintained in your system
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Enter an email subject or adjust the email subject of the selected email template
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Enter a comment (The comment is visible in the logs of the document after the request)
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Click on Send
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Now an email is sent to all the Email to addresses with the document attached
