Build your credit note approval tracker.
Keep invoice corrections, review decisions and issued credit references together.
How to build your credit note approval tracker
Describe the job
Keep invoice corrections, review decisions and issued credit references together.
Review the first version
Choose how the accounts receivable specialist records the original invoice and how the finance reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A credit note approval tracker example
A proposed credit note duplicates a correction already issued.
Credit note approval tracker example
- Record
- Credit note approval tracker · 01
- Owner
- Accounts receivable specialist
Current stage · Accounts receivable specialist
Open the original invoice
A proposed credit note duplicates a correction already issued.
Read the full walkthrough
Open the original invoice
A proposed credit note duplicates a correction already issued.
- Record:
- Credit note approval tracker · 01
- Owner:
- Accounts receivable specialist
Review the issued reference
Flag the existing reference for review before recording another issue.
- Stage:
- Review pending
- Owner:
- Finance reviewer
Record the approved correction
Record the approved correction without treating approval as an issued credit note.
- Next action:
- Record the approved correction without treating approval as an issued credit note.
- Owner:
- Account owner
What to include in your credit note approval tracker
Keep the original invoice in context
Keep original invoice, requested correction, reason, reviewed amount, approver and issued reference together so the next person can understand the request or record.
When the next step needs a decision
A proposed credit note duplicates a correction already issued. Flag the existing reference for review before recording another issue.
Keep issued reference visible
Record the approved correction without treating approval as an issued credit note.
Choose what each person needs
Give the accounts receivable specialist a working view and the finance reviewer a review view. Keep original invoice and requested correction attached to the decision as the work moves between them.
Questions about credit note approval tracker
Start with original invoice, requested correction, reason, reviewed amount, approver and issued reference. Describe who enters the information and who reviews the next step.