Reports : Credit Voucher Report

Step-By-Step: 

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 - Once you click on edit, the system will generate a pop up “Edit Credit Voucher.” From here, you can edit the fields on the voucher and click on save.

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

Delete – Once click on Delete, the system will prompt you to confirm deleting the voucher. If you click on Yes thereafter, the voucher will be deleted from the system.

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 – Orders will show a detailed list of all transactions tied to the voucher. This provides information such as the order ID, customer name, transaction date and total.