Can I share a Credit Note?

You can share a credit note with a customer by sending the link of a credit note or by sending the credit note itself as an attachment.

• As a link

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Credit Notes module.
4. Open any credit note record.
5. Click the +New button in the Summary View.
6. Select Share.
7. Click Share as link.
8. A mail compose window opens with the credit note link.
9. Enter the recipient's details and click Send.

• As an attachment

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Credit Notes module.
4. Open any credit note record.
5. Click the +New button in the Summary View.
6. Select Share.
7. Click Share as attachment.
8. A mail compose window opens with the credit note attachment.
9. Enter the recipient's details and click Send.

To know more about Credit Notes, click here.