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?
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?
How can I print a credit note?
How can I export a credit note?
How can I change the template of a credit note?

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
Follow these steps to share the credit note as a link:
  1. Click the Menu icon.
  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
Follow these steps to share the credit note as an attachment:
  1. Click the Menu icon.
  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.
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