How do I Customize Credit Note Types?

Updated on August 16, 2017 11:29PM by Admin

A Credit Note is a commercial document issued by the seller to the buyer. The seller usually issues the credit note for the same or lower amount than invoice, and then repays the amount to the buyer or sets it off against a balance due from other transaction.

The credit note type helps you to categorize and segment Credit notes so you can determine the proper plan of action to address each credit note.

Steps to Customize Credit Note Types

  1. Login and access Credit Notes App from the Universal navigation menu bar.
  2. Click on More(...)icon -> Settings from the App header bar.
    settings
  3. You will be redirected to the Settings page. Click on Credit Note -> Credit Note Types from the Left navigation panel.
    credit note type
  4. Credit Note Types page will be opened. Click on Create button to create new credit note type.
  5. A pop up "Create Credit Note Type" will be opened. Specify the following,
    • Name - Name of the credit note type
    • Description - Description of the credit note type.
      create credit note type
  6. Click on Create button to complete. Credit Note type will be successfully created.
  7. By default, All the credit note types will be Enabled. You can Disable or Edit the created credit note types using disable or edit icon when necessary.
    edit credit note types

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