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Can I share a Credit Note?

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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 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
Follow these steps to share the credit note 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.

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