Zoho Invoice

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Credit Note Preferences

In the Preferences section, you would be able to assign default terms and conditions and notes to your customers. Also, you can add additional fields to your credit notes by using our Custom Field option.

Terms & Conditions and Customer Notes

 

Credit Note Preferences

Credit Note Preferences

Alternatively, you can also click the Gear icon on the top-right corner and choose Preferences > Credit Notes to access the preferences of the Credit Notes.

Credit Note Preferences

Custom Fields

Scenario: One of Sam’s customers want to display the delivery date of the goods that were returned. So he creates a custom field with data type as Date and ensures that the specific field is displayed on the credit note raised to that particular customer.

Similarly, you can make use of the Custom Field option to add additional info to your credit notes.

To create a custom field,

Custom Fields

Custom Fields


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