## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ae/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Credit Note

## Edit Credit Note

You can change the details of your existing credit note. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you want to edit.
*   Click the **Edit** icon in the top right side of the page.
*   Make the changes and save the credit note.

![Edit Credit Note](/books/help/images/credit-note/edit-cn.png)

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## Download Credit Note

You can download your credit note as a PDF. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you want to download.
*   Click the **PDF** icon on the right side of the page.

![Download Credit Note](/books/help/images/credit-note/pdf-cn.png)

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## Void Credit Note

Sometimes, you might not want a credit note to be a part of your sales transactions. At the same time, you might not want to delete it either. In such a case, you can choose to void the credit note. Here’s how you can do it:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note you wish to void.
*   Click **More** > **Void**.
*   Enter the reason to void.
*   Click **Void it**.

![Void Credit Note](/books/help/images/sales-order/void-so.png)

If you want to make the credit note active again, you can convert it to draft. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Select the credit note (in the **Void** status) that you want to make active.
*   Click **More** > **Convert to Draft**.
*   Enter the reason to make the credit note active.
*   Click **Convert to Draft**.

![Convert to Draft](/books/help/images/credit-note/unvoid-cn.png)

**Note:**  
If you unvoid a credit note, it will be in the **Draft** status by default. You would have to convert the credit note to [open](index.html#convert-to-open) for it to be an active transaction again.

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## Attach Files to Credit Note

You can attach up to 5 files to each credit note. The size limit for each file is 5 MB.

To attach files to your credit note:

*   Go to **Sales** > **Credit Notes** and select the credit note to which you want to attach the file(s).
*   Click the **Attach** icon in the top right corner of the page.
*   Select your upload option.

**Upload options**

Options

Description

Drag & Drop

Upload files from your system.

Documents

Upload files from documents saved in your Zoho Books account.

You can **Download**, **Delete** or **Remove** the files by clicking the options below the uploaded files.

**Note:**

*   If you **Delete** a file, it will be permanently deleted from your account.
*   If you **Remove** a file, it will be removed from the transaction but will still be present in your documents tab.

![Attach Files to Credit Note](/books/help/images/credit-note/attach-file.png)

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## Print Credit Note

To print a credit note:

*   Go to **Sales** > **Credit Notes** and select the credit note you want to print.
*   Click the **Print** icon on the right side of the page.
*   Check the preview and click **Print**.

![Print Credit Note](/books/help/images/credit-note/print-cn.png)

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## Filter Credit Notes

You can filter credit notes based on their status. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Click the **All Credit Notes** dropdown in the top of the page.
*   Select the credit note status to filter accordingly.

![Filter Credit Notes](/books/help/images/credit-note/filter-cn.png)

### Custom Views

You can create custom views to filter credit notes based on criteria you set. Learn more about [Custom Views](/ae/books/help/settings/customization/custom-views.html).

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## Export Credit Notes

You can export all your credit notes in Zoho Books in CSV, XLSX or XLS format. Here’s how:

*   Go to **Sales** > **Credit Notes**.
*   Click the **More** icon on the top right side of the page.
*   Select **Export Credit Notes**.

![Export Credit Notes](/books/help/images/credit-note/export-cn1.png)

*   Select the format of the export under **Export As**, and fill in the other necessary fields.
*   Click **Export**.

![Final Export](/books/help/images/credit-note/export-cn2.png)

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**Related >**

*   **[Apply Credits to Invoice](apply-credits.html)**
*   **[Refund Credits](refund-credits.html)**
*   **[Delete Credit Note](delete-cn.html)**

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