How to link Credit notes to a Claim

To link Credit Notes to a claim, click on Store Credit Notes under the Credit & Claims section of the KNAPS menu.

This will take you to the Credit Notes search screen.

The Credit Note line that has an empty box under the Source column, is a credit note that is not linked to a claim.

To link the Credit Note to a Claim, click on the edit button located to the far right of the Credit Note line.

The following screen will be displayed.

Click on the Claim button.

Under the Claim Reference field, search for and select the Claim you want to link to the Credit Note.

After selecting the Claim to be linked to the Credit Note, you will get a successful confirmation message similar to this.

If there is a mismatch between the Credit Note and the Claim you selected, a mismatch notification similar to the one below will appear.

In such cases click on the Cancel button, and proceed to search again for a matching Claim.

After selecting the correct Claim, click on the Approve button at the bottom right corner of the screen.

The status of the document will then be set to Completed.