Credit Notes
Credit application logs, refund signals, and correlation with original customer invoices.
What Problem It Solves
Finance needs to track written-off value and adjustments to prevent revenue leaks.
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
Related Finance Modules
Financial Overview
Quarter-aware revenue and collection story with cash flow visualization, top customers, recent invoices, expense categories, and narrative insight cards.
Invoices Dashboard
Invoice-centric analytics with overdue highlights, status splits, and assistant-friendly context when YazFex AI is active.
Payments Dashboard
Historical collection analytics, payment modes split, and daily velocity tracking to monitor incoming cash flow pacing.