How do I view Credit Notes with my preferred Column Sets?

Updated on August 16, 2017 02:05AM by Admin

Customizing the Credit Notes List Layout helps you to view the fields of your preferred choice in table format. The Credit Notes List Layouts are used for displaying client particular information according to your business requirements.

Note: In order to save your custom columns, your account requires the premium or enterprise plans.

Steps to View Credit Notes with preferred Column Sets

  1. Log in and access to Credit Notes App from Universal Navigation menu bar.
  2. Click on “More (...)” icon -> “Settings” from the App header bar.
  3. You will be redirected to the Settings Page. Click on “Customize App” -> “List Layouts” from Left Navigation panel.
  4. List layout page will be opened. Click on Create button to create your own layout as per your business requirement.
    create list layout
  5. Edit the Layout name(Default) as for your business. For instance: Credit Notes List.
  6. Choose the fields  "Credit Note #", "Credit Note Type", “Customer”, "Currency", "Credit Amount", “Created By”, “Modified By”, “Created On”, “Modified On” from the “Please Choose” drop down as shown below:
    select preferred column

  7. The list layout is now successfully created. The fields can be removed anytime by unchecking it from the selection.

Now, that the preferred column set has been created, follow the steps below to view the Credit Notes by list layout.

View Credit Notes by List Layout

  1. After creating, Go to Credit Notes App dashboard. Click on “Show All” -> “Display” drop down -> “Credit Notes List”. You can view the result as shown:
    view credit notes with preferred columns