How do I Create My Views in Credit Notes App?

Updated on August 17, 2017 01:44AM 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.

Credit Notes App provides the following views:

  • Default Home Page View
  • Left Panel Views

To enable these menus in the left navigation of the home page, you need to customize the Credit Notes App.

Steps to Customize views in Credit Notes App

  1. Log in and access Credit Notes App from your Universal navigation menu bar.
  2. Click on “More -> Settings” icon located in the App header bar.
    settings
  3. Click on “Customize App -> Views” from the left navigation panel.
    views
  4. You will see the following:
    • Default Home Page View:
           This field shows the dropdown of various fields which are to be kept as a default on the home page.
      default home page view
    • Left Panel Views:
           It helps in enabling and reordering your left panel views according to your wish. You can enable and disable the left panel views.
      left panel views
  5. You can change views according to your necessities. You must select at least one view to be displayed as a default home page view.
  6. Once you change the views, It will be updated consequently.
  7. You will see all the views that you enabled in the Credit Notes App home page.

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