How to Post Credit note in batch or through excel template?

How to Post Credit note in batch or through excel template?

Batch upload:-
Step 1: Go to Admin >>Income Tracker >>Bulk Posting-->>Post Credit Notes in Bulk (Direct Posting).

Step 2: Click on Credit Notes in Batch-- >> Amount -- >> Comment -- >> Date -- >> Go down and Click on Save button.


Excel Upload:-
Step 1: Go to Admin >>Income Tracker >>Bulk Posting-->>Post Credit Notes in Bulk (Posting via Excel)


Step 2: Click on Credit Notes using Excel -- >> In step 1 download excel template - >> Save in CSV format -- >> In excel template -- >>In column H Amount* -- >> In column I Comment* -- >> In column K Date .

Step 3: Go to the Batch posting --- >> Click on Credit Notes using Excel -- >> Go to the step 3 -- >> Browse this excel template -- >> Click on Upload Document -- >> Go down and Click on Save button.

PS: Below Screenshots are the pictorial path that guides you to the above steps.

Step 1:


Step 2:



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