Viewing Sales Credit Notes in SwilPOS

Viewing Sales Credit Notes in SwilPOS

Understanding the Sales Credit Note Feature in SwilPOS Mobile App

Overview:

The Sales Credit Note feature in the SwilPOS mobile app allows users to browse and track previously issued credit notes. Users can search for credit notes using a specific number or filter them by date range. This feature helps businesses efficiently manage returns, ensuring accurate record-keeping and easy access to past transactions. By providing a streamlined way to review credit notes, the app enhances transparency and improves workflow management.

Open the SwilPOS Mobile app on your device to initiate the process:

  1. Enter your registered Email Address in the provided field.
  2. Input your mobile application Password in the password field.
  3. Click on the "Login" option. Reference Image:
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  • After logging in, you will be directed to your account's Dashboard page.

  • On the Dashboard screen, you will notice three rows; click on them. Reference Image:

  1. Select the Sales Credit Note option from the available features. Reference Image:

Credit Note List in SwilPOS:

  1. The Credit Note List screen will be displayed.
  2. You can sort credit notes by clicking on the Arrow sign.
  3. Use the Days Filter to view credit notes for up to 99 days. (or adjust the filter as needed).
  4. You can search by Credit Note Number using the search icon.
  5. Click on Refresh to update the list and check for new entries. Reference Image: