How to Finalise an Approved Claim
How to Finalise an Approved Claim
Once your claim has been approved by the supplier, you will receive a notification and will be able to finalise the claim to create a new credit note from the claim.
- Navigate to Claims > In Progress.
- Select the relevant claim.
- Select the "Finalise" option in the top menu bar.
- A new credit note will be created and posted to your financial adaptor if you have one attached, or you can email a copy to an email address of your choice.
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