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?
Is Credit Notes available as a module by default?
How do I create a Credit Note?
How do I create a Credit Note from Invoices?
How do 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 do I print a Credit Note?
How do I export a Credit Note?
How do I change the template of a Credit Note?
What are the statuses in which a Credit Note can possibly be in?
Table of Contents
In the CRM, the statuses for a Credit Note are:
Note:
- Open: The Credit Note has a credit amount in it. This is the default status.
- Void: When you mark the Credit Note as void, to nullify the Credit Note.
- Partially Redeemed: Only a part of the credit has been applied to one or more Invoices.
- Fully Redeemed: All the credit amount from the Credit Note is applied to one or more Invoices.
Note:
- You cannot edit a Credit Note in partially redeemed or fully redeemed statuses as they are system generated statuses.
- You cannot reopen a fully redeemed Credit Note.
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