WindoorERP Documentation 19.0

Process customer credit notes, register multi-currency receipts, and manage customer accounts

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Processes customer credit notes for contract scope deductions, registers inbound bank transfers and POS receipts, and reconciles customer subsidiary ledgers.

Before you start

  • Posted customer invoice requiring adjustment or payment.

Steps

Customer credit notes registry list showing credit amounts and allocation status

Credit notes kanban board tracking approvals and postings

Customer credit note detail form with reverse journal lines and refund reasons

Credit notes activity tracking matrix

Customer payments master list displaying payment methods, dates, and matched amounts

Customer payments kanban board organized by collection status

Monthly cash collections trend graph

Payment collections activity schedule matrix

Customer financial master directory list with receivable balances and credit limits

Customers kanban cards with live balance badges and contact tags

Customer financial profile showing accounting settings, payment terms, and bank accounts

Invoiced products and architectural system catalog list

Product accounting setup form with income accounts and tax bindings

Important

Reconciling payments immediately removes invoices from automated debt collection reminder workflows.

  1. 01
    To adjust an invoice, open the posted invoice and click Add Credit Note.
  2. 02
    Specify the Credit Method (Partial Refund, Full Refund and New Draft) and reason.
  3. 03
    To register collections, open Accounting › Customers › Payments and click New (or click Register Payment directly on the invoice).
  4. 04
    Select the Payment Journal (Bank Transfer, Cash, Online Portal), Amount, and Payment Date.
  5. 05
    Review customer balances in Accounting › Customers › Customers across List, Kanban, and Form views.

Common mistakes

  • Registering unallocated payments without linking them to specific project invoice lines.
  • Issuing credit notes without formal management written approval.

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