FAQs in this section
What are Credit Notes?
When are customers given credit notes?
What are the benefits of credit notes?
Why are credit notes used?
Are credit notes available in the Sales Enterprise edition?
What are the statuses in which a credit note can possibly be in?
How can I create a credit note?
Can I create a credit note from invoices?
How can I apply credit amount to an invoice from a credit note?
What happens when all the credits in a credit note are applied to invoices?
Can any user apply credits on an invoice?
How can I add a new product or a service to a credit note?
How can I add a new section to a credit note?
Can I create and link an invoice from a credit note?
Can I share a credit note?
How can I print a credit note?
How can I export a credit note?
How can I change the template of a credit note?

Is credit notes available as a module by default?

No, if you are a Vtiger One Professional or a Vtiger One Enterprise user, you can add the Credit Notes module as an extension.

Follow these steps to download the credit notes module from the extension store.
  1. Click your display picture on the top right corner of the screen.
  2. Select Settings.
  3. Under Extensions, select the Extension store.
  4. Search for Credit Notes.
  5. Click Install.
The Credit Notes module will be downloaded and you can find it in the Inventory tab.
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