How credit notes are displayed in Chaser

Learn how Credit notes are displayed in Chaser

Credit notes are displayed in various sections of Chaser as follows:

Statements

• Unallocated credit notes appear on the Chaser statement.

• If a credit note is partially applied to an invoice, it will be shown as a "payment" against that invoice, reducing the outstanding balance. However, the credit note will still appear on the statement with its updated remaining balance.
• The credit note will disappear from the statement once it has been fully allocated.

Payment Portal

• Unallocated credit notes do not appear in the Payment Portal.
• Allocated credit notes are displayed as payments against the relevant invoices, reducing their balance or marking them as fully paid if applicable.

Customer Page and List

• Any unallocated credit notes or payments will be shown in brackets next to the outstanding balance.

Reporting

• Unallocated credit notes are excluded from the outstanding amount chart and are only included once allocated. (This differs from Xero, where unallocated credit notes reduce the overdue balance, even before being allocated.)