How do I Edit a Credit Note?

Updated on September 1, 2017 10:45PM by Admin

The Credit Notes App lets you note customers easily, and integrates with sales information already stored. You can create note for Credit purchase, Over payment, Product return.
 
         Credit purchase: If your customer needs credit purchase from you. You can create a credit purchase credit note for him. So this amount can also be applied when creating invoice or sales receipts.  

         Overpayment: If your customer makes an advance payment to you, then you can create and maintain as an overpayment credit note. So this amount can also be applied when creating invoice or sales receipts.

         Product Return: If your customer returns a product, you can hold and manage that amount as a product return credit note. So this amount can also be applied when creating invoice or sales receipts.

Steps to Edit a Credit Note

  1. Log in and access Credit Notes App from your Universal Navigation menu bar.
  2. Click on "Show All" to view all the Credit notes.
  3. Tap on "More details(...)" icon on which Credit Note you want to update or modify.  
    show all
  4. You will be redirected to the Overview page. You can edit the following fields,
    • Credit Note Type
    • Currency
    • Credit Date
    • Credit Amount
    • Tags
  5. Get the mouse point near the field which you want to edit, so that you will be able to view the Edit icon.
    For instance: Credit Note Type.
    edit icon
  6. Edit the field and click on Save button to update changes.
    edit credit note type

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