Credit Notes ( How they Work in FT )
Note: Our credits notes do not Export into Finance packages
It is a very simple process
1) Press the Credit note Icon in ( Paying Customers ) > Invoice Screen
2) Then Input the $$ amount that you want to credit against the job (excl. GST).
3) What the credit will look like
4) In Paying Customer>Invoices, the credit note will now appear as its own item and below you will see what Invoice you have applied credit to etc.
5) The Job Income screen will then have the Credit Note icon highlighted and the credit note will also be available to view and send from there as well.
Related Articles
Customer Notes - Process and email configuration
Overview This FAQ explains the customer note email notification process. Receiving a note from the portal.... 1. When a customer enters a note into the customer portal, the customer note icon in the job will turn Blue. 2. To send an email to the ...
FT 2 FT Jobs - Cancel from Contractor or Reject from Sub Contractor
Overview: Previously it was not possible to cancel or reject Sub Contractor Jobs correctly when using the FreightTracker to FreightTracker (FT2FT) integration. Update: Cancel Jobs for a Sub Contractor: The Contractor is now able to cancel a job ...
Location in depot field
Location In Depot field: Provides the ability to enter the yard location of a container into FT and for it to be viewed on allocation screens. This is a free text field
MYOB Timeouts - Invoice remains in the Ready to Export list.
Introduction Sometimes the MYOB API, which is used to send the invoices from FT, will time out. Unfortunately when there is a Time Out often there is nothing sent back to FT alerting of an issue. Recently the MYOB API can export an Invoice BUT ...
wharf change alert
The vessel name will change to red when the original wharf is changed to a different wharf after booking. This is flagged in FT. Name: Wharf_change_alert Description: Alert users by changing the vessel name to red when a wharf has been updated ...