How do I Create a Credit Note Type?

Updated on August 30, 2017 03:26AM by Admin

Steps to Create Credit Note Type

  1. Log in and access Credit Notes App from your Universal Navigation menu bar.
  2. Click on “More(...) -> Settings” icon located at the App header bar.
    settings
  3. Click on “Credit Note -> Credit Note Types” from left navigation panel.
    create credit note type
  4. Click on “Create” button. "Create Credit Note Type" pop up appears.
  5.   Provide the following details:
    • Name - Name of the credit note type
    • Description - Description about credit note type

      create
  6. Click on “Create” button to complete.
  7. You can Edit (or) Enable/Disable a credit note type in the dashboard. It will be in enabled mode by default.
    credit note type created

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