Credit notes are generated in the following conditions:
•When the invoice is reversed.
•When a fee adjustment is approved or confirmed.
•When a course is cancelled and a refund process starts.
•When a student withdraws before the course start date and a refund process starts.
In Learner finance > Finance process, click Credit note in the left navigation pane to view and manage all credit notes generated.
For detailed instructions, refer to the following sections.
Video tutorial
To view and download a credit note, complete the following steps:
1. Locate the credit note you want to view and click its credit note No.
2. In the Credit note details panel, click View credit note in the lower-right corner.
3. In the Credit note details window, you can check the generated credit note and click Download to download the PDF file to your local device.
After a credit note is generated, you can send the credit note to the payer via email.
To send a credit note, complete the following steps:
1. Select the credit note to send.
2. Click Send via email. The credit note will be sent to the payer’s mailbox as an attachment in the email.
